Skip to main content

global navigation

Jacqueline Gilbert

Jacqueline Gilbert
Senior Vice President Medical Relationship Manager Truist Bank

515 E Las Olas Blvd

4th Floor,

Fort Lauderdale, FL 33301-2351

Jacqueline.Gilbert@Truist.com

Phone 954-765-7232

Get directions

See all locations

About me

Background

Jacqueline Gilbert is a Medical Specialty Relationship Manager with Truist Bank, offering clients more than 20 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit, estate, and risk management strategies. 

Jacqueline holds herself accountable for recommending strategies with her clients’ needs and goals in mind. These strategies are supported not only by the deep experience of her team of specialists, but by her highly attentive service and coordination of resources. She takes the time to talk to, learn about, and understand the critical aspects of a client’s financial life so that she can assess the interaction and far-reaching impact of their multiple objectives.

As a part of the medical specialty group, Jacqueline works with a team of specialists whose sole focus is to bring comprehensive and highly customized business and personal financial solutions to physicians and practices in this market. Together, they develop holistic financial plans that helps address clients’ short- and long-term goals.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Business Administration
Florida Atlantic University

Personal Interests

Jacqueline is a Massachusetts native who earned a bachelor’s in business administration, with double majors in finance and accounting, from Florida Atlantic University. Additionally, she’s bilingual and a member of the Palm Beach Medical Society and the Broward County Medical Association. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices

Locations

See all locations
To
Reverse trip
  Reverse trip
Loading location info... Loading the directions...
Return to list view

Location data unavailable at this time. We apologize for the inconvenience.

You're about to leave Truist.com

By selecting Continue, you acknowledge you're leaving the Truist website to enter a third-party website or app. We've provided this link for your convenience, but make no endorsements for the content, privacy, or security policies outside of our domain.

Would you like to continue?

Continue

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
 Fax {4}

{0} {1}
{0} {2} {3} {1} miles

Recommended Resources

    {0}

    {0}

    {2}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {2}
    {6}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}