Gary Sancilio has been in the financial services industry for thirty-four years and is transforming how wealth management is done. With a background in law, Gary brings his no-nonsense style and unique perspective to counseling his clients. He knows his clients have accumulated their wealth through hard work, but may not know how to manage their assets to their fullest potential. Unlike financial service professionals who focus on product knowledge, Gary focuses on knowing his clients personally and building lasting client relationships. From there, he works with each individual or family to develop a comprehensive financial strategy and plan, and – if appropriate – to implement investing or product strategies that help families accomplish their financial objectives.
He holds his Juris Doctor degree from St. John's University of Law. Upon admission to the New York Bar, he served as an Appellate Court Attorney, an Assistant District Attorney in New York City, and an attorney in private practice. His years of legal experience provide him with a keen awareness of integral parts of comprehensive planning: this list includes financial and estate analysis, wealth management and transfers, elder law care planning, estate administration, estate and gift taxation, and business and succession planning. He also collaboratively works with clients' tax and legal counsel to form cohesive financial management plans. Though he is no longer a practicing attorney, he remains a member of the Trusts and Estates Section of the New York State Bar Association.
Gary began his financial services career working for John Hancock and AYCO, now a subsidiary of Goldman Sachs. In 2002, Gary created The Affinity Group, LLP, with Nick Preddice to create a new approach to client service and to provide a more comprehensive financial planning experience. Now Affinity BST Advisors, Gary continues to provide a strong and steady presence for clients.
Gary is dedicated to serving the community by supporting several local charitable organizations with his time and financial support. His current philanthropic endeavors are channeled through his active participation in the Make-A-Wish Foundation, which was established to grant wishes to children with life-threatening conditions.