Steven Gilbert

Steven Gilbert Email and Phone Number

Partner at Legasure @ Legasure
Steven Gilbert's Location
Miami-Fort Lauderdale Area, United States
Steven Gilbert's Contact Details

Steven Gilbert work email

Steven Gilbert personal email

n/a
About Steven Gilbert

I always enjoyed being around great people, who have interesting life experiences, but it was in college when I began to take interest in the art of the investment process. Over the past 25 years, as a comprehensive wealth management advisor, I am able to foster meaningful connections with my clients and help them protect their interests through proactive and attentive investment planning and management. I enjoy the personal nature of my business, and I pride myself on developing long-term relationships with my clients and their families. My clients are some of my best friends and I treat them as if they are a part of my family. Our clients bring us more than their financial needs- they look to us for guidance when it comes to achieving their goals, minimizing their tax liabilities, and protecting their assets. “sgilbert@legasure.com

Steven Gilbert's Current Company Details
Legasure

Legasure

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Partner at Legasure
Steven Gilbert Work Experience Details
  • Legasure
    Partner
    Legasure Aug 2024 - Present
    Boca Raton, Florida, United States
    Legasure was founded to provide bespoke, comprehensive tax and wealth preservation solutions tailored specifically for high net worth and ultra high net worth individuals.We understand the complexities of managing significant wealth and are dedicated to addressing both immediate tax preparation needs and long-term strategic tax planning.
    View
  • Universal Financial Consultants
    Sr Vp
    Universal Financial Consultants Jun 2018 - Aug 2024
    Miami/Fort Lauderdale Area
    View
  • Morgan Stanley
    Senior Vice President, Financial Advisor
    Morgan Stanley Jul 2015 - May 2018
    Boca Raton, Fl
    © 2015 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html
  • Gilman And Ciocia Tax & Financial Planning
    Vice President Of Investments
    Gilman And Ciocia Tax & Financial Planning Feb 1991 - Jul 2015
    Aventura, Clearwater, & Boca Raton, Fl

Steven Gilbert Skills

Investments Wealth Management Financial Services Financial Advisory Securities Portfolio Management Due Diligence Estate Planning

Steven Gilbert Education Details

  • University Of South Florida
    University Of South Florida
  • North Miami Beach Sr. High
    North Miami Beach Sr. High

Frequently Asked Questions about Steven Gilbert

What company does Steven Gilbert work for?

Steven Gilbert works for Legasure

What is Steven Gilbert's role at the current company?

Steven Gilbert's current role is Partner at Legasure.

What is Steven Gilbert's email address?

Steven Gilbert's email address is st****@****ley.com

What schools did Steven Gilbert attend?

Steven Gilbert attended University Of South Florida, North Miami Beach Sr. High.

What skills is Steven Gilbert known for?

Steven Gilbert has skills like Investments, Wealth Management, Financial Services, Financial Advisory, Securities, Portfolio Management, Due Diligence, Estate Planning.

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