Steve Gilbert possesses a broad depth of experience that comes from more than 25 years of service in the financial services industry. As part of Prudential Annuities’ Advanced Planning and Solutions team, Gilbert works extensively with financial professionals, CPAs, and attorneys, aiding with the complexities and opportunities of retirement planning, income distribution, and estate planning.
Before joining Prudential Annuities, Gilbert was part of MassMutual’s Retirement Income Group, where he led the sales initiative for a groundbreaking Investment Advisory Retirement Income Management Account. Prior to that, he headed up the 403(b) sales group at MassMutual. He also worked with ING Financial Services as a Brokerage Relationship Manager and started his career in as a financial advisor with John Hancock Financial Services.
Gilbert earned his B.S. from The Pennsylvania State University in Business Management. He has attained his CFP®, CLU®, ChFC®, CRPC® and RICP® designations. He is a member of the Financial Planning Association.