Miami Wealth Management Expert Lonnie Ogulnick

Leveraging more than two decades’ experience in financial services, Lonnie Ogulnick is the founder and CEO of the GordonWealth firm in Miami. Lonnie Ogulnick uses both tactical and strategic approaches for building his clients’ wealth, connecting them to opportunities in equities as well as real estate and insurance. Earlier, he was a managing director with Ladenburg Thalmann & Company, where he led some 300 brokers and was a member of the Chairman’s Club of top producers.

In addition, Mr. Ogulnick is the author of Heart of a Beast: Surviving in a Lone Wolf Economy, which recommends taking proactive steps for financial security. He also hosts the Og Money podcast.

Mr. Ogulnick earned a bachelor’s degree in speech communication and business economics from the State University of New York at Oneonta, where he was active in the Sigma Alpha Mu Greek organization and delivered the school’s commencement address. He supports the Miami Foundation, a business group that funds local nonprofits. Having been a former wrestler and soccer player, he now enjoys tennis.