Experience Working for You
About Experienced Advisor Consulting
About The Firm
Experienced Advisor Consulting is dedicated to directing Financial Advisors down a more fruitful path.
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What differentiates us is that each partner has walked in your shoes. As former financial advisors, and branch/complex managers, we understand what you need to serve your clients well.
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With the wealth management industry undergoing rapid change in technology, regulation and compensation structures, we can help you evaluate the right business model or firm for your practice.
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With over 100+ years of combined experience in the Wealth Management industry, we are well-equipped to provide you with the proper guidance in the areas that impact your business most. Our holistic approach seeks to understand your needs, personally guide you through the process, and find the best possible solution.
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Financial Advisors often need additional assistance with coaching and legal issues. We have vetted many individual professionals and firms to which we can refer you. Experienced Advisor Consulting has also negotiated turnkey access to these resources at discounted fees to benefit you, our client.
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We believe in giving back to our community. If we help find the right firm for you and your practice, we commit to making a charitable contribution on your behalf to your favorite qualified charity.
Meet The Team
Mr. Poulin has been a financial advisor, sales manager, branch manager, district manager, managing director, and regional manager for firms like UBS Financial Services and Ameriprise Financial, among others. While with UBS and Ameriprise in a management position, he was named “Top Recruiter” and was consistently a top 10 recruiter. Louis was also a Regional Recruiting Director in the New York metro area for Ameriprise. He is well versed in sales, HR, legal, and compliance related issues as they relate to employee-based firms and independent advisors, including advisors covering international clients. He helped train state regulators for Puerto Rico, Florida, and New Jersey. Mr. Poulin is also familiar with all the issues surrounding non-solicitation, protocol, forgivable notes, raiding, etc.
During his career, Louis has helped many advisors transition successfully and attain the career and life they truly desire.
Louis G Poulin
Founder
914-924-0964
Mr. Gibson has been a financial advisor, sales manager, branch manager, complex manager and senior regional recruiting consultant. His experience at Wall Street firms Morgan Stanley and UBS, regional firms Legg Mason and J.C. Bradford, and multi-channel Raymond James provide Bill with unusual industry perspective. His experience founding Kingsdale Wealth Management Partners provides insight that enables his understanding of the personnel issues prevalent in all teams. Prior to moving into his regional role, Bill was named Northern Division Complex Manager of the Year in 2022 at Raymond James.
Bill’s goal as a financial advisor was to provide unbiased advice, delivered with clarity, for the benefit of his clients. As a consultant and coach to branch managers and advisors, he relies on the depth of his experiences to provide the same unbiased advice and insight.
G. William Gibson, CFP®, RICP®, CPFA®
Partner
614-440-1069
Stephanie is a highly accomplished professional in asset and private wealth management. With an impressive 23-year tenure at UBS, she has excelled as the head of the Family Office and Ultra High Net Worth (UHNW) client segment. In this leadership position, she has successfully mentored and trained a significant number of financial advisors and employees at UBS AG. Stephanie’s unwavering dedication to her profession and her clients positions her as a leading authority in the industry. Her exceptional ability to convert ideas into actionable strategies makes her an invaluable asset to any organization she is involved with. She possesses a profound understanding of what is vital for financial advisors and their clients.
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Stephanie holds an MBA in Business Administration and also a BA in Political Science.
Stephanie Scarlata
Partner
516-524-5387
