Mary K. Gilbert

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During her 30-year career in the financial services industry, Mary has fostered long-lasting relationships with her clients through professional and deeply personal connections.

As co-founder of Anchor Financial, Mary leads the team's investment committee specializing as and helping prepare for retirement. She strategically governs tactical asset allocation for private client portfolios while developing defined contribution and defined benefit plan programs for employers.

A substantial component of Mary's practice is to focus on individuals experiencing a major life transition; serving those who may be retiring, selling a business, or processing the loss of a spouse due to death or divorce.

Mary believes affiliating with Raymond James provides clients with a more intimate, absolute, and positive platform separate from Wall Street Wire house culture, "Raymond James allows us to maximize our investment recommendations with the luxury to build a straightforward fee structure that makes cost transparent to our clients."

BEFORE ANCHOR FINANCIAL

After graduating from the University of Pittsburgh in 1992, Mary began her financial career at Smith Barney. Subsequently, she served as a First Vice President of Investments at Merrill Lynch. Finally, before joining Raymond James in 2022, Mary worked as the Senior Vice President of Investments at UBS Financial Services.

OUTSIDE OF ANCHOR FINANCIAL

Alongside her career, Mary involves herself with her community. She has served on the Board of Directors for The Greater Atlantic City Chamber of Commerce and Saint Joseph Regional School. Most recently, she was the 2022 Saint Joseph Regional School Gala Honoree*.

Mary greatly supports the Soroptimist International of Cape May County, serving as a member in the past. Here, Mary was honored with the Ruby Award* in 2020; a reward presented to women, who through their professional or personal efforts are making extraordinary differences in the lives of women and girls.

Mary lives locally with her husband, Paul, and children: Tabitha and Harrison. In addition to spending time at the beach, her favorite pastimes include travel, boating, reading, and learning how to play pickleball.

*This ranking is not based in anyway on the individual's abilities in regard to providing investment advice or management. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Raymond James is not affiliated with Saint Joseph Regional School or Soroptimist International of Cape May County.