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Our Advisors

Our team is committed to preparing for and transitioning our clients into retirement. They communicate regularly with our clients to understand their needs and assist them in pursuing their financial goals. In an effort to provide sound current advice, they are constantly educating themselves on industry issues and pursuing further professional designations.


Our Operations Department is responsible for the day-to-day functions of the office. The Operations Department is here to ensure that procedures are in place to best serve our clients and future clients and to efficiently manage office resources in accordance with compliance. This department also develops improvements that will allow Gotleib and Associates to better serve you.

Client Services

At Gotleib and Associates, service is our top priority. Our Client Services department ensures that we are readily available to answer your questions, give prompt attention to your service needs and take a proactive approach to managing your assets. We keep in touch regularly with our clients and we are here when you need us.


Ashley Gotleib

Director of Marketing


Ashley began her career at Gotleib & Associates in 2015 after graduating from the University of Delaware. It’s always been her aspiration to follow her father’s footsteps and pursue a career as a financial advisor. Ashley plans on...

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Leo A. Gotleib, CFP®


(800) 644-4204

Leo is a graduate of Monmouth University, where he earned a bachelor's degree in business administration, before entering financial services in 1983.

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Linda Graham

Director of Client Services

(800) 644-4204

Linda began her career with Gotleib and Associates in 2000 after spending 16 years in the financial services industry.
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Michael Gotleib

Client Services Associate



Mike began his career at Gotleib & Associates in 2009 and shortly thereafter obtained his Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Exam) registrations and life insurance licenses. His tasks...
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