Clayton Fredrick Ortloff
MANAGING DIRECTOR, PRIVATE WEALTH MANAGER
With nearly two decades of industry experience, Clayton Ortloff is a third-generation Midlander dedicated to empowering his community. He started his career at Merrill Lynch after graduating college, and quickly advanced by utilizing his knowledge and passion for Finance to make a difference in the field. Having grown up in Midland, he understands the community and its financial requirements.
As the founder of his independent firm backed by the power of LPL, Clayton is thrilled to offer extensive services to his clients. He excels in crafting personalized financial strategies that help clients achieve their dreams.
Clayton holds Series 7, 66, 33, 10, and 9 registrations and insurance licenses through LPL Financial. A proud Texas Tech University alumnus, he earned his Bachelor of Arts in Business Administration with a concentration in Finance and a Master's degree in Finance.
Outside of work, Clayton enjoys quality time outdoors with his three children and their Duck Tolling Retriever, Douglas. He is also deeply committed to charitable activities, generously volunteering his time to support his community.
T: 432-505-4006
E: clayton@heritagepw.com
S: LinkedIn
Gloria Folsom
DIRECTOR OF CLIENT RELATIONS
Gloria has worked in the industry for over 40 years. She takes pride in helping clients by understanding their needs and forming relationships with them and their families. Gloria believes building trust and grasping clients’ objectives is crucial to wealth management services.
Beyond her professional life, Gloria volunteers in community service activities through her church and supports outreach programs for children and families. She treasures time spent with her family including two children, three grandchildren, and four great grandchildren, as well as her beloved dog, Lady A.
Gloria holds Series 7, 63, 65, 9, 10, and 31 registrations.
T: 432-505-4009
E: glo@heritagepw.com
S: LinkedIn
Rachael Bullington
MANAGER OF CLIENT RELATIONS, WEALTH MANAGER ASSISTANT
As Manager of Client Relations, Rachael dedicates her time to ensuring client satisfaction. She enjoys working with clients and developing deep relationships. Originally from Alabama, Rachael shares her home with her husband, daughter, and their two dogs.
When she isn’t assisting clients, Rachael enjoys reading and hiking with her husband and is passionate about supporting her local community. With her caring nature and commitment to making a difference, Rachael is dedicated to providing exceptional service and support to Heritage Private Wealth’s clients.
T: 432-505-4008
Allison Gordon
MANAGER OF CLIENT RELATIONS, WEALTH MANAGER ASSISTANT
Allison is Manager of Client Relations, working to uphold the team's culture of delivering top-notch wealth management and client relationship experiences. Allison is committed to providing personalized attention and support to Heritage Private Wealth's clients.
Allison holds SIE license. Originally from Midland, Allison shares her home with her husband, daughter, and their golden retriever. In her free time, Allison enjoys traveling and spending quality time with her family.
T: 432-505-4007