Registered Assistant With United Planners' Financial Services Of America, VP at Dale Buckner, Inc.
Amarillo, Texas, United States
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Summary
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Gloria Coleman is a seasoned financial services professional and office operations leader with over two decades in banking and investment support, serving as a Registered Assistant and VP with United Planners Financial Services of America since 2000. She holds Series 6 and 63 securities licenses and has been insurance licensed since 2002, combining regulatory know-how with hands-on management of day-to-day office operations. Based in Amarillo, Texas, Gloria brings deep local community ties through Rotary leadership—past president, Paul Harris Fellow, and Rotary District 5730 community chair—and active involvement in the Chamber of Commerce and women’s leadership initiatives. Known for steady client and team support, she also channels her commitment to service into long-term volunteer work with health, youth, and food security nonprofits across the region.
Contributions:3 reviews, 2 PRs, 1 branch in 3 years 6 months
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