Priscilla Gilbert, Cfp
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Priscilla Gilbert, Cfp Email & Phone Number

President at CenterPoint Financial, Inc.
Location: Greater Burlington Area, United States 4 work roles 5 schools
1 work email found @jcolefinancial.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email p****@jcolefinancial.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
CenterPoint Financial, Inc.
Role
President
Location
Greater Burlington Area, United States
Company size
3 employees

Who is Priscilla Gilbert, Cfp? Overview

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Quick answer

Priscilla Gilbert, Cfp is listed as President at CenterPoint Financial, Inc., a with 3 employees, based in Greater Burlington Area, United States. AeroLeads shows a work email signal at jcolefinancial.com and a matched LinkedIn profile for Priscilla Gilbert, Cfp.

Priscilla Gilbert, Cfp previously worked as Investment Adviser Representative at J. Cole Financial Advisers, Inc. and Assistant Vice President for Development at Norwich University. Priscilla Gilbert, Cfp holds Certified Financial Planner, Financial Planning And Services from College For Financial Planning.

Company email context

Email format at CenterPoint Financial, Inc.

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*@jcolefinancial.com
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Profile bio

About Priscilla Gilbert, Cfp

We provide financial planning and wealth management to clients with relationships built on trust, open communication, and integrity. As a result we help our clients make the best use of their financial, human, and intellectual resources while pursuing their life's passions. We work with all ages of clients from the new college graduate starting a career to the advanced retiree looking to pass along their lifetime of knowledge and wealth to their family or their community through charitable giving. We help our clients to identify their values and when appropriate invest with social screeens that match their values and personal objectives. Our clients compliment us on our sensitive, intuitive, compassionate and understanding communication skills.Specialties: We serve business owners, professionals, retirees and families in invesment management; college planning, retirement and estate planning; and charitable giving. Socially-screened investments available.

Listed skills include Strategic Planning, Investments, Finance, Wealth Management, and 3 others.

Current workplace

Priscilla Gilbert, Cfp's current company

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CenterPoint Financial, Inc.
Centerpoint Financial, Inc.
President
Montpelier, US
Employees
3
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Company profile
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4 roles · 28 years

Priscilla Gilbert, Cfp work experience

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

President

Current
Centerpoint Financial, Inc.

Montpelier, Vermont

CenterPoint Financial, Inc. is a comprehensive fee-only financial planning and investment adviser firm providing objective financial advice. We manage the investments and financial affairs of individuals, families and small businesses. We provide independent investment and financial planning advice to our clients using a broad universe of objective research. Our investment policy is conservative and value oriented, based on a client’s goals and time frames. Our portfolios are constructed using stocks, bonds, mutual funds and ETFs. Some of our clients prefer to invest in socially screened portfolios while for others we provide standard investment allocation. We serve as our clients’ financial advocate - coordinating the activities of their tax advisor, estate attorney and insurance agent. CenterPoint has operations in Vermont, New York, Pennsylvania and across the U.S.

Jun 2014 - Present

Investment Adviser Representative

J. Cole Financial Advisers, Inc.

Montpelier, Vermont

Nov 2010 - Sep 2014
5 education records

Priscilla Gilbert, Cfp education

Certified Financial Planner, Financial Planning And Services

College For Financial Planning

Ba, Sociology, Faith Peace And Justice, Finance

Boston College

Activities and Societies: Appalachia Volunteers, Chaplaincy Volunteers

Bachelor Of Arts - Ba, Sociology, Corporate Social Responsibility, Faith, Peace & Justice

Boston College

Education record

St. Johnsbury Academy

Education record

Germantown Friends School

Class of 1995

FAQ

Frequently asked questions about Priscilla Gilbert, Cfp

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

What company does Priscilla Gilbert, Cfp work for?

Priscilla Gilbert, Cfp works for CenterPoint Financial, Inc..

What is Priscilla Gilbert, Cfp's role at CenterPoint Financial, Inc.?

Priscilla Gilbert, Cfp is listed as President at CenterPoint Financial, Inc..

What is Priscilla Gilbert, Cfp's email address?

AeroLeads has found 1 work email signal at @jcolefinancial.com for Priscilla Gilbert, Cfp at CenterPoint Financial, Inc..

Where is Priscilla Gilbert, Cfp based?

Priscilla Gilbert, Cfp is based in Greater Burlington Area, United States while working with CenterPoint Financial, Inc..

What companies has Priscilla Gilbert, Cfp worked for?

Priscilla Gilbert, Cfp has worked for Centerpoint Financial, Inc., J. Cole Financial Advisers, Inc., Norwich University, and Merrill Lynch.

How can I contact Priscilla Gilbert, Cfp?

You can use AeroLeads to view verified contact signals for Priscilla Gilbert, Cfp at CenterPoint Financial, Inc., including work email, phone, and LinkedIn data when available.

What schools did Priscilla Gilbert, Cfp attend?

Priscilla Gilbert, Cfp holds Certified Financial Planner, Financial Planning And Services from College For Financial Planning.

What skills is Priscilla Gilbert, Cfp known for?

Priscilla Gilbert, Cfp is listed with skills including Strategic Planning, Investments, Finance, Wealth Management, Retirement, Fundraising, and Strategic Financial Planning.

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