portrait of Phil Gilbert

About Phil

As a financial advisor, I believe it’s important to understand what you're working toward before you invest your money. I will work to understand the level of risk you're comfortable with so we can balance it with the strategies necessary to help reach your long-term goals. Whether you're planning for retirement, living in retirement or trying to protect the financial future of the ones you care for, we will work together to help you achieve what is most important to you.

But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Insurance & Annuities

Work History

  • Edward JonesAugust 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Georgia St UnivMasters
  • Univ of Tennessee-ChattanoogaBachelor of Science

Personal Interests

  • Vintage Cars
  • Music
  • Traveling
  • Personal Fitness
  • Outdoor Enthusiast

Team Members

  • Mallory Zacharias
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

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