Coronavirus Update: We are well equipped to address your financial/investment/retirement planning with proper precautions in our office or remotely through telephone and video conferencing. Social distancing does not have to stop you from attending to your personal and business financial planning needs. Please call us at 305-931-3200 for further details.
Wealth Management Service
Associate
Rich Gilbertson has been with the firm since 2014, and has been in the field since 2005. Growing up, Rich would join his dad and grandfather on weekends, watching them work at their own investment management firm, and now enjoys being able to help clients work towards achieving their financial goals (although for a while as kid, he wanted to be a professional golfer). His degree in economics enables him to help clients gain a better understanding of the cyclical nature of markets, and of the importance of not losing sight of the big picture. In addition, his team-oriented mindset and positive attitude bring much value to Frye Financial Center and to our clients. He holds his Series 6, 7, & 63 security registrations with LPL Financial, as well as his Florida Variable Annuities, Life, and Health Insurance Licenses. A native Michigander, Rich lives in Parkland, FL with his wife, son and their dog.
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