About the Glosser Group

Decision making in a world of uncertainty should be judged by the quality of the process rather than by results alone. We help our clients stay focused on the process. The Glosser Group has extensive experience in helping individuals and institutions simplify their financial picture. This is done by asking questions, listening, and educating clients while creating a customized investment plan. Our group believes that superior service and discipline distinguishes us from other investment professionals.


Gregory C Glosser

Managing Director - Financial Advisor, Consulting Group

214-775-6464 | Email
214-775-6474

  • Named to the 2018 Forbes/SHOOK Best-In-State Wealth Advisor list
  • Named top 1200 Wealth Advisors by Barron's Magazine, February 2014, 2015, 2016 and 2017
  • Named top 1000 Wealth Advisors by Barron's Magazine, February 2009 through 2013
  • Named in top 400 U.S. Advisors for 2013 and 2015 by Financial Times 
  • Named a top Wealth Advisor in North Texas by Dallas Business Journal, August 2008
  • Named one of America's Top 100 Brokers by Barron's Magazine - September 2004
  • Chairman’s Council member since 1985
  • Currently manages over $500 Million in assets for approximately 250 clients
  • Recognized in Registered Rep as one of America's Top 50 Brokers in September 2003
  • Named one of the Best Brokers by On Wall Street in July 1998
  • 33 years of experience in the financial services industry
  • BBA degree from Miami University, Oxford, Ohio
  • Joined RBC Wealth Management in 1994
  • Married to wife, Toddy, for 33 years and has three children: Katelyn, Graham, and Paige
  • Enjoys giving back to the community by volunteering with Interfaith housing coalition and serving through Watermark Community Church
  • In his spare time, Greg enjoys running, basketball, waterskiing and reading.

Donna Sheckells

Senior Investment Associate

214-775-6465 | Email
214-775-6474

  • 32 years of experience in the financial services industry, 30 years with The Glosser Group
  • Holds Series 7 and 63 FINRA registrations
  • Married to husband, Paul, for 35 years and has two sons Paul and Kyle
  • Received the 2003 Chairman’s Service Award at RBC Wealth Management
  • Received the 2003 Service Star Award at RBC Wealth Management
  • Received the 1996 Outstanding Contributor Award at RBC Wealth Management
  • In her spare time, Donna enjoys spending time with her family, serving through The Lakes Church, cooking and reading

Diana Barganier

Registered Client Associate

214-775-6455 | Email
214-775-6474

  • 35 years experience in the financial services industry
  • Holds Series 7, 55, 62 and 63 FINRA registrations
  • Married to husband Mike for 35 years and has 3 children: Michael, Haylee, and Nathan
  • In her spare time Diana enjoys spending time with family and close friends, watching all sports, and gardening.  She also volunteers at the North Texas Food Bank and the Dallas Arboretum.