Concorde Adds Financial Adviser Ashley Romiti to Broker-Dealer Platform

Ashley Romiti, founder and president of GCA 1031, has joined the broker-dealer of 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.

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 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.”

Romiti earned a bachelor’s degree from the University of California, Los Angeles, and holds FINRA Series 7 and 66 licenses.

Concorde is a nationally recognized, full-service broker-dealer, registered investment adviser, and insurance firm committed to supporting financial professionals and their clients.

Last month, Concorde announced that G3 Capital has joined its platform. G3 Capital is a California–based financial services firm focused on helping real estate owners and investors manage and maximize their wealth through tax-advantaged real estate strategies.

Concorde Holdings Inc., headquartered in Michigan, is the parent company of Concorde Investment Services, Concorde Asset Management, and Concorde Insurance Agency. The firm operates across all 50 states and provides broker-dealer, investment advisory, and insurance services to financial professionals.

Click here to visit the AltsWire directory page.