Broker Check
Gwendolyn Bork

Gwendolyn Bork

Financial Advisor

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

Over 20 years in B2B sales, management, development, marketing and community building has equipped Gwendolyn with the insight of the struggles we all face as individuals and business owners in continuous changing economic conditions, and as mothers and daughters concerned for the safety and security of their parents and success of their kids. She is honored when her clients achieve the comfort they seek through financial well-being and the hope they feel through charitable giving.

President of FOCUS (Addiction Prevention Coalition). Public Policy Advocate for the needs of Women in Business and Addiction Education and Resources. Board of Director for NAWBO (National Association of Women Business Owners), Lancaster Chamber of Commerce, and Advisory Board for Academy of Finance (Depew High School). Public Speaker and Published Author of “Walking the Fine Line”. When she’s 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 long-term intention is to become the local expert on Impact Investing which is the up and coming trends in generational wealth management and could serve the needs of our community right here in WNY.

 

Awards

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