Broker Check
Gwendolyn Bork

Gwendolyn Bork

Financial Advisor

Ms. Bork is passionate for those she serves.  It is her privilege partnering with those who understand the need to strategically align their current financial choices for their future retirement goals to achieve their vision of success. She appreciates those who understand the balance in life of saving, living, and giving back. Her ideal clients are Social Entrepreneurs, Philanthropists, Teachers, Widowers, and those who are family focused.

She can choose from a variety of products through Lincoln Investment in the wealth management field in order to create a Financial, Philanthropic, or Retirement Plan strategically designed for the needs of you and your family, your community, or your business.  She currently holds FINRA Series 7 & 66 securities registrations.

Over 20 years in launching, managing, and leading businesses in the for-profit, and non-profit sector, Gwendolyn shares in the struggles we all face as individuals and business owners in continuous changing economic conditions. Finding purpose in the sacrifices we make to launch businesses or nonprofits, and as mothers and daughters concerned for the safety and security of our parents or success of our kids; she is honored when her clients achieve the comfort they seek through financial well-being and the hope they find through charitable giving.  Giving back to her community is a priority of hers and one that will always drive her decisions.

President of FOCUS (Addiction Prevention Coalition). Public Policy Advocate for the needs of Women in Business and Addiction Education and Resources. Former Board of Director for NAWBO (National Association of Women Business Owners) and Lancaster Chamber of Commerce. Current Advisory Board Member for Academy of Finance (Depew High School) teaching students Financial Literacy and Business Development skills. Public Speaker and Published Author of “Walking the Fine Line”. When she is not with her two boys, Gabriel and Julian, she’s out there in the community encouraging social and cultural impact for a better WNY.

Gwendolyn’s goal is to become the local expert on Impact Investing which she believes is the up-and-coming trend in wealth management for the next generation which could serve the needs of our community right here in WNY from fighting poverty to clean water and land.

 

Awards

2020 Lancaster Chamber of Commerce “Ambassador of Inspiration” Award

2018 Business First “40 Under 40 Young Leader” Award

The goal of the Buffalo 40 under 40 award is to identify 40 men and women — under age 40 — who are successful in their professions and heavily involved in community activities. The award is a result of a nomination process; two panels who eventually chose the winners screen the nominees. The nomination form consists of questions regarding business accomplishments, community involvement, other achievements and awards, and why this person should be chosen for the award. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance. Any client should not construe this award as an endorsement of the advisor nor are they representative of any one client’s evaluation.

2017 Lancaster Chamber of Commerce “Agent of Change-Advocacy” Award

2016 Big Brothers Big Sisters of Erie County “Women Who Moves the City” Honoree