Our Qualifications

Gary H. Costarella Gary c
Financial Advisor
Branch Manager
gcostarella@wachoviafinet.com

With more than 20 years of experience in the financial services industry, Gary joined First Chicago, one of the Midwest's pre-eminent banking institutions, in the early '80's.  In 1985, he went on to Merrill Lynch where he advised individual investors, small businesses and non-profit organizations.  His primary focus, however, was helping individual investors manage their taxable and tax-deferred portfolios including rollovers from 401(k)s and other business retirement plans.  Gary received his B.S. from Fordham University, and while at Merrill Lynch, he earned the designation of Certified Financial Manager.

Gary established his financial services practice with Wachovia Securities Financial Network in 2003 with the objective of bringing  the highest level of professionalism and personal service to a select group of clients in the pursuit of their long-term financial goals.

 

Mia L. Costarella
Sr. Registered Account Administrator
Marketing Associate
 
A graduate of Eastern Illinois University, Mia has spent the past 20+ years working in the financial services industry. With experience in various customer service roles, she most recently was Manager of Marketing and Personnel for a large Merrill Lynch branch office complex in Chicago.
 
This year, Mia joined her husband Gary’s practice at Wachovia Securities Financial Network.  She maintains Series 7, 65 and 63 securities registrations, and works with Gary in the administration of client accounts, securities research, portfolio structuring and implementation of all client requests.