Michelle Gilly, Cfp®, Clu®, Cepa®
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Michelle Gilly, Cfp®, Clu®, Cepa® Email & Phone Number

Insurance and Annuity Consultant at RBC Wealth Management at RBC Wealth Management
Location: Denver Metropolitan Area, United States 9 work roles 3 schools
1 work email found @schwab.com 3 phones found area 303 and 205 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email m****@schwab.com
Direct phone (303) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
RBC Wealth Management
Role
Insurance and Annuity Consultant at RBC Wealth Management
Location
Denver Metropolitan Area, United States
Company size
6359 employees

Who is Michelle Gilly, Cfp®, Clu®, Cepa®? Overview

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Quick answer

Michelle Gilly, Cfp®, Clu®, Cepa® is listed as Insurance and Annuity Consultant at RBC Wealth Management at RBC Wealth Management, a with 6359 employees, based in Denver Metropolitan Area, United States. AeroLeads shows a work email signal at schwab.com, phone signal with area code 303, 205, and a matched LinkedIn profile for Michelle Gilly, Cfp®, Clu®, Cepa®.

Michelle Gilly, Cfp®, Clu®, Cepa® previously worked as Insurance and Annuity Consultant at Rbc Wealth Management and Manager - Regional Annuity Specialist at Charles Schwab at Charles Schwab. Michelle Gilly, Cfp®, Clu®, Cepa® holds Clu from The American College Of Financial Services.

Company email context

Email format at RBC Wealth Management

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*@schwab.com
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AeroLeads found 1 current-domain work email signal for Michelle Gilly, Cfp®, Clu®, Cepa®. Compare company email patterns before reaching out.

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Profile bio

About Michelle Gilly, Cfp®, Clu®, Cepa®

I have over 20 years of experience in the financial services industry. I specialize in assisting independent and institutional advisors with strategies that provide value to their clients. Through a collaborative and consultative approach, I train advisors on life and Annuity concepts and provide sophisticated point-of-sale support to their clients when needed.Whether it is estate, retirement, or business planning, I am committed to helping financial professionals achieve greater success by partnering with them to help their clients build, preserve, and distribute their wealth.

Listed skills include Account Management, Sales Operations, Sales, Sales Management, and 26 others.

Current workplace

Michelle Gilly, Cfp®, Clu®, Cepa®'s current company

Company context helps verify the profile and gives searchers a useful next step.

RBC Wealth Management
Rbc Wealth Management
Insurance and Annuity Consultant at RBC Wealth Management
toronto, ontario, canada
Website
rbcwealthmanagement.com
Employees
6359
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Company profile
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9 roles

Michelle Gilly, Cfp®, Clu®, Cepa® work experience

A career timeline built from the work history available for this profile.

Insurance And Annuity Consultant

Current
Rbc Wealth Management

Denver, Colorado, United States

Jun 2023 - Present

Manager - Regional Annuity Specialist At Charles Schwab

Charles Schwab

Denver, Colorado, United States

Nov 2021 - Jun 2023

President

Synergy Telecommunications, Inc.

Greater Denver Area

Synergy Telecommunications focuses on bringing knowledge, value and efficiencies to the business marketplace through phone and voice processing products. In addition to business phone systems and cloud solutions, we specialize in voice and data cabling and business internet services.

May 2008 - May 2016

Associate

Rep Strategies, Llc

Search consulting exclusively in the Life Brokerage market.

Apr 2008 - Jul 2009

Regional Managing Director

Phoenix Life Insurance Company

Life Insurance wholesaler, calling on wirehouses, independent agents, and National Accounts. Assisting them in case design, POS and service.

Mar 2000 - Dec 2002

Director, National Accounts

Phoenix Life Insurance Company

Established and maintained national account relationships, on an entity to entity basis. Negotiated compensation agreements, premium commitments and overall evaluation of profitability.

Jun 1997 - Mar 2000
Team & coworkers

Colleagues at RBC Wealth Management

Other employees you can reach at rbcwealthmanagement.com. View company contacts for 6359 employees →

SO Sebastian Olivares Toussaint Sebastian Olivares Toussaint Colleague at Rbc Wealth ManagementToronto, Ontario, Canada View → EC Edward Colling Edward Colling Colleague at Rbc Wealth ManagementCanada View → KC Katy Cuff Katy Cuff Colleague at Rbc Wealth ManagementToronto, Ontario, Canada View → MM Miller, Marty Miller, Marty Colleague at Rbc Wealth ManagementMinneapolis, Minnesota, United States View → JM Jill Mcentee Jill Mcentee Colleague at Rbc Wealth ManagementSeattle, Washington, United States View → GF Grant Farley, Cfp® Grant Farley, Cfp® Colleague at Rbc Wealth ManagementGreater Minneapolis-St. Paul Area, United States View → AM Ann Marie Etergino Ann Marie Etergino Colleague at Rbc Wealth ManagementChevy Chase, Maryland, United States View → KE Katie Eckelman Katie Eckelman Colleague at Rbc Wealth ManagementAlbuquerque, New Mexico, United States View → CS Christine Sookram Christine Sookram Colleague at Rbc Wealth ManagementTrinidad And Tobago View → RS Radhika Sood Radhika Sood Colleague at Rbc Wealth ManagementCanada View →
3 education records

Michelle Gilly, Cfp®, Clu®, Cepa® education

High School

New Trier West
FAQ

Frequently asked questions about Michelle Gilly, Cfp®, Clu®, Cepa®

Quick answers generated from the profile data available on this page.

What company does Michelle Gilly, Cfp®, Clu®, Cepa® work for?

Michelle Gilly, Cfp®, Clu®, Cepa® works for RBC Wealth Management.

What is Michelle Gilly, Cfp®, Clu®, Cepa®'s role at RBC Wealth Management?

Michelle Gilly, Cfp®, Clu®, Cepa® is listed as Insurance and Annuity Consultant at RBC Wealth Management at RBC Wealth Management.

What is Michelle Gilly, Cfp®, Clu®, Cepa®'s email address?

AeroLeads has found 1 work email signal at @schwab.com for Michelle Gilly, Cfp®, Clu®, Cepa® at RBC Wealth Management.

What is Michelle Gilly, Cfp®, Clu®, Cepa®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 303, 205 for Michelle Gilly, Cfp®, Clu®, Cepa® at RBC Wealth Management.

Where is Michelle Gilly, Cfp®, Clu®, Cepa® based?

Michelle Gilly, Cfp®, Clu®, Cepa® is based in Denver Metropolitan Area, United States while working with RBC Wealth Management.

What companies has Michelle Gilly, Cfp®, Clu®, Cepa® worked for?

Michelle Gilly, Cfp®, Clu®, Cepa® has worked for Rbc Wealth Management, Charles Schwab, Highland Capital Brokerage, Synergy Telecommunications, Inc., and Rep Strategies, Llc.

Who are Michelle Gilly, Cfp®, Clu®, Cepa®'s colleagues at RBC Wealth Management?

Michelle Gilly, Cfp®, Clu®, Cepa®'s colleagues at RBC Wealth Management include Sebastian Olivares Toussaint, Edward Colling, Katy Cuff, Miller, Marty, and Jill Mcentee.

How can I contact Michelle Gilly, Cfp®, Clu®, Cepa®?

You can use AeroLeads to view verified contact signals for Michelle Gilly, Cfp®, Clu®, Cepa® at RBC Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Michelle Gilly, Cfp®, Clu®, Cepa® attend?

Michelle Gilly, Cfp®, Clu®, Cepa® holds Clu from The American College Of Financial Services.

What skills is Michelle Gilly, Cfp®, Clu®, Cepa® known for?

Michelle Gilly, Cfp®, Clu®, Cepa® is listed with skills including Account Management, Sales Operations, Sales, Sales Management, Management, New Business Development, Marketing, and Strategic Planning.

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