Gail Cecelia Scully

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2018 → Present
  Buckingham Asset Management, Llc.
  Clayton, MO
• 09/2015 → 12/2017
  Stevens Wealth Management
  Deerfield, IL
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2018-02-13 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  Deerfield, IL
  St Louis, MO
• 1999-05-19 → 2015-09-30
  Gofen And Glossberg, L.L.C.
  Chicago, IL

Designations

• Chartered Financial Analyst