Greg S. Gilbert, CIMA®
Senior Financial Advisor, Principal
Greg S. Gilbert is a Principal and Senior Financial Advisor for Ronald Blue & Co.'s branch office in Atlanta, Georgia.
Greg has over fourteen years of experience in the area of investment management and financial counsel. He combines his commitment to sound principles of financial management with the complex situations of high net worth clients in order to meet their life goals. With the extensive depth of resources at Ronald Blue & Co., clients are provided with professional counsel in every area of personal finances, including investment advisory services, estate planning and tax preparation.
Prior to joining the firm in 1999, Greg worked with clients developing custom estate and investment strategies. He also assisted portfolio managers, where he gained first-hand exposure into the money management industry.
Greg earned his BBA in Finance from the University of Georgia. He
also earned the designation of Certified Investment Management
Analyst (CIMA®) after meeting rigorous experience and ethical
requirements, completing graduate level coursework, and passing the CIMA® examinations.
Active in his community, Greg is a member of the Investment Management Consultants
Association (IMCA®). He also serves on the Board of Directors for Music To Light The World™
and Fellowship of Christian Athletes at the University of Georgia.
He is on the Finance Committee at All Souls Fellowship in
Decatur, Georgia.
Greg and his wife, Lisa, currently live in Atlanta, Georgia with
their three children.
Go Back
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