Mary Gilbert

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As a founding partner of Anchor Financial, Mary has been a cornerstone of the team’s practice. Having more than 30 years of experience in the financial services industry, she leads the team’s investment committee and overseas tactical allocation strategies for private client portfolios. She works closely with clients to navigate life’s pivotal moments with clarity and confidence while building enduring relationships.

A significant focus of her practice is helping individuals through major life transitions, whether retiring, selling a business, or coping with the loss of a spouse. Her advice is grounded in trust and a deep understanding of each client’s priorities.

Mary believes the Raymond James client-focused platform allows for transparent, customized strategies, free from the constraints of traditional Wall Street wirehouse structures. This flexibility enables her to deliver clear, cost-effective recommendations aligned with her clients’ best interests.

BEFORE ANCHOR FINANCIAL

After graduating from the University of Pittsburgh, Mary began her financial career at Smith Barney. Subsequently, she served as a First Vice President of Investments at Merrill Lynch. Before joining Raymond James, Mary was a Senior Vice President of Investments at UBS Financial Services, Inc.

OUTSIDE OF ANCHOR FINANCIAL

Mary is active in her community, having served on the Board of Directors for The Greater Atlantic City Chamber of Commerce and Saint Joseph Regional School.

She lives locally with her husband, Paul and their son, Harrison. Their daughter Tabitha has flown the nest but comes home frequently to enjoy family time. Mary has a true passion for the Jersey Shore, believing nothing restores the soul quite like the ocean breeze on a boat or at the beach.