Gail Fisher
Team

Gail Fisher

Client Services Manager

About

Gail is a graduate of Milwaukee Area Technical College- Associates in Applied ScienceCriminal Justice graduating with honors/GPA 4.0. She is currently obtaining her Bachelors degree at Lakeland College maintaining a GPA of 3.875 thus far. She also has obtained her 520-hour Law Enforcement State Board Certification for the State of Wisconsin in 2012. Gail recently passed her Series 7 - General Securities Representative Examination & Series 63 - Uniform Securities Agent State Law Exam. She is currently studying for her Series 66 exam. Prior to her employment with DB Tax Wealth & Wealth. Gail worked almost 7 years at a small investment firm as an office manager and executive assistant (2007-2013). Before that she comes from the field of law offices. She was a billing supervisor specialist for 10 years. Currently she is working as a Client Services Manager. She oversees the operations department. She assists in maintaining client files, processes mail that pertains to securities/investments and checks, and many other miscellaneous office tasks. Gail has been a Wisconsin Notary Public since 2007. Gail has 2 children, both boys, Jordan (24) and Zachary (17) and 3 stepchildren, Kodi (27), Joshua (22) and Megan (19). She is married to John. They have a family dog that is 8 years old, a pekingese/maltese mix, named Max. Outside of the office she enjoys traveling, attending sporting events, spending time with family and friends and relaxing.
DISCLOSURE

Check the background of your financial professional on FINRA's BrokerCheck. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment Advisory services offered through Avantax Advisory ServicesSM, Insurance services offered through an Avantax affiliated insurance agency.

6333 N. State Highway 161,
Fourth Floor, Irving, TX 75038,
972-870-6000.

The Avantax family of companies exclusively provide financial products and services through its financial representatives.

Although Avantax Wealth ManagementSM does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative.

This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third party website. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value Avantax Investment ServicesSM and Avantax Advisory ServicesSM are not affiliated with DB Tax & Wealth.

Whether you're facing retirement or looking to better understand investments, we can help you with money questions.

Hours

Sun.
Closed
Mon.
8am-4pm
Tues.
8am-4pm
Wed.
8am-4pm
Thurs.
8am-4pm
Fri.
8am-4pm
Sat.
Closed

Want to Know More?

We'll reach out via email to set up a call.
DB Tax & Wealth
©2020 DB Tax & Wealth. All Rights Reserved.

Account Access

Contact Us