Gail E. Gardner

Consumer Services

Finance

Profile

Ms. Gail E.
Gardner is a Director-Financial Planning at Blue Ocean Strategic Capital LLC.
She oversees the development of detailed, written financial plans that are tailored to clients’ individual financial goals.
Prior to joining Blue Ocean in 1999, Ms. Gardner was employed as Financial Administration visors at American Express Financial Advisors, Inc. Ms. Gardner received her BA in 1986 from SUNY Potsdam and an MBA from Clarkson University in 1990.
She has been a Certified Financial Planner since 1997 and earned the Chartered Financial Consultant designation in 2002.
She was an Independent Contractor with American Express Financial Advisors in Ann Arbor, Michigan for eight years prior to joining the DB&B Financial Services Team in November 1999.

Former positions of Gail E. Gardner

Companies	Position	End
American Express Financial Advisors, Inc.	Corporate Officer/Principal	1998-12-30
Blue Ocean Strategic Capital LLC Blue Ocean Strategic Capital LLC Investment ManagersFinance Founded in 1997, Blue Ocean Strategic Capital LLC is a registered investment advisor located in Syracuse, New York. The firm was formerly known as DB$B Financial Services. They provide investment advice to individuals, charitable organizations, foundations, endowments, 401(k) plans, profit sharing plans and corporations.	Corporate Officer/Principal	-

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Training of Gail E. Gardner

State University of New York College at Potsdam	Undergraduate Degree
Clarkson University	Masters Business Admin

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Linked companies

Private companies	2
Blue Ocean Strategic Capital LLC Blue Ocean Strategic Capital LLC Investment ManagersFinance Founded in 1997, Blue Ocean Strategic Capital LLC is a registered investment advisor located in Syracuse, New York. The firm was formerly known as DB$B Financial Services. They provide investment advice to individuals, charitable organizations, foundations, endowments, 401(k) plans, profit sharing plans and corporations.	Finance
American Express Financial Advisors, Inc.