Concorde Welcomes Independent Financial Advisor Ashley Romiti to Broker-Dealer Platform

Concorde announced that Ashley Romiti, founder and president of GCA 1031, has joined the firm’s broker-dealer, Concorde Investment Services. Romiti specializes in tax-advantaged investment strategies for real estate owners.

“Ashley brings deep expertise in 1031 exchanges and real estate transition strategies, along with a disciplined, investor-first approach that aligns well with Concorde’s culture and commitment to financial professional independence,” said Danielle Delongchamp, president and chief executive officer of Concorde.

Romiti is a real estate and tax‑advantaged investment professional with nearly 15 years of experience advising property owners on exit planning, capital preservation and passive real estate strategies. She began her career at Marcus & Millichap, a national commercial real estate brokerage and services firm, where she built a strong foundation in commercial real estate valuation, underwriting and transaction execution. Over the course of her career, Romiti has focused almost exclusively on representing 1031 exchange investors, helping clients navigate complex sale and reinvestment decisions while preserving equity and deferring taxes.

Read More on Fintech : Global Fintech Interview with Kristin Kanders, Head of Marketing & Engagement, Plynk App

She recently launched GCA 1031, an independent platform built around disciplined due diligence, selective sponsor relationships and investor education, offering 1031 exchange and Delaware statutory trust (DST) investment services nationwide. Through GCA 1031, Romiti focuses on helping real estate owners transition from active management into passive income solutions with clarity, confidence and a disciplined, real‑estate‑first analytical approach.

Prior to launching her independent platform, Romiti served as vice president at Perch Wealth, where she worked closely with high‑net‑worth investors, sponsors and intermediaries on DST portfolios and long‑term real estate transition strategies.

“Concorde’s platform is built around strong compliance, institutional-grade infrastructure and investor protection,” said Romiti. “That foundation, paired with rigorous due diligence and disciplined underwriting, provides clients with confidence in their investment decisions, particularly during significant liquidity and exit events, while supporting a transparent, education-driven client experience.”

The post Concorde Welcomes Independent Financial Advisor Ashley Romiti to Broker-Dealer Platform appeared first on GlobalFinTechSeries.