Education:
College of Charleston, BS Business and Finance

Licensing:
FINRA Series 6,7,63,65, 24

Areas of Practice:
Portfolio Management
Financial Planning
Individual Consulting
Business Consulting
Medical Professionals
 

Affiliations:
Financial Planning Association
Commonwealth Cares Foundation
NAIFA
 

 

Britt Gilbert
President/ CEO

britt.gilbert@commonwealthfg.com
Tel: (843)884-4545
Fax: (843)884-4514
 

Britt Gilbert is President and CEO of Commonwealth Financial Group, an independent financial services firm providing customized and innovative solutions that help to enhance financial security and create wealth.   Mr. Gilbert, who founded Commonwealth in 2001, is responsible for ensuring the continued growth and development of the business and specializes in consulting with clients and associates of CFG on business continuation strategies, estate planning and executive compensation strategies. 

Through his experience and direction, Commonwealth is committed to providing unbiased, straight forward answers to the needs and concerns of its clients.  Employees of the firm advise clients on retirement strategies, estate protection, tax strategies*, risk management and wealth accumulation. Headquartered in Charleston, South Carolina, the firm strives to be one of the southeast’s premier financial services firms. 

Mr. Gilbert has been advising clients since 1996.  Before founding Commonwealth Financial Group Mr. Gilbert held senior positions with a major brokerage firm as well as with a large insurance firm.  

The families and businesses he helps face a variety of complicated tax, estate planning, and financial issues, and desire a long-term relationship with an advisor who will be responsive and committed.  He provides them with a reliable resource for their financial questions and confidence for their life’s goals.

Mr. Gilbert is chairman of the Commonwealth Cares Foundation, a non-profit organization that was founded specifically to give back to the local community.  The foundation supports an annual golf tournament benefiting OneWorld Health, a medical missions organization committed to sustainable global health care.

Mr. Gilbert is a native of Charleston, South Carolina.  Britt is married to Heather Gilbert and they live on Daniel Island, South Carolina with their two daughters, Evan and Elle.  During his free time Britt enjoys golfing, running, hunting, fishing and spending time with his family. 

 

*Britt does not provide specific tax advice.  You should consult a tax advisor regarding your individual tax situation.