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Wayne Gilbert

Wayne Gilbert

Founder

Mr. Gilbert began his professional career 1971 with a major mutual insurer. He joined Royal Alliance Associates, his Broker-Dealer, in 1987. Through the years his practice has grown and developed into Wayne Gilbert & Company, a Wealth Management, full-line estate and financial planning firm. 

Wayne continues to serve as a Financial Representative with the insurance company he began his career with 47 years ago, as well as utilizing other top carriers. His professional affiliations include being a former member of the Million Dollar Round Table and "Top of the Table" of the Million Dollar Round Table *.  In 1992 Wayne became a member of The Forum 400, “Where Leaders and Legends Converge”.  Membership is available by invitation only to those who have achieved excellence in the insurance profession and is limited to 400 individuals nationally.  Additionally,  he is a member of the National Association of Insurance and Financial Advisors (NAIFA), Financial Services Institute (FSI) and the Financial Industry Regulatory Authority (FINRA).

Wayne Gilbert & Company is also a Registered Investment Advisory firm.

*

Qualifying membership in the Million Dollar Round Table (MDRT) is based on minimum sales production requirements and gross business generated within a year.