Megan Jorgenson

With over 30 years in financial services, a Bachelor of Science in Business Sales, and FINRA Series 6 & 63 licenses, SVP, Wealth Management Distribution, Megan, could’ve chosen a number of places in the financial services industry to work for. However, she chose GBI because she sees the impact that investing in precious metals and alternative investments can have on a family’s long-term financial health. Knowing that clients trust her with their hard-earned dollars is something she takes very seriously and she finds new ways to help her clients with her expertise every single day. The leadership team at GBI and the advisors she gets to help, pave the way for new ideas in the financial services world. That passion for innovation and creatively protecting assets is one of the characteristics she loves the most about her role.

In her tenure with GBI, Megan has helped countless financial advisors assist their clients in creating a strategy that protects their wealth against times of market dislocation and volatility. She leads a team of wholesalers that assist advisors across the United States, onboards, and manages relationships with wire houses, independent advisors, RIA’s and family offices.