Investment Advisor Representative
GILBERT R. ZEPEDA, FOUNDER & INVESTMENT ADVISOR REPRESENTATIVE
Since 1983, Gilbert R. Zepeda has been serving his clients as a trusted advisor. In 1985, Gil was selected by Merrill Lynch to form the founding class of the Financial Planning and Business / Estate Planning Program. Gil's responsibilities were to train, to educate, and certify every Financial Consultant at this office with the Certified Financial Manager Certificate authorized by Merrill Lynch. These duties supported the full roll out of this program that remains in existence today.
After gaining significant experience across a range of roles, Gil launched Consultants in Wealth Management as an independent entity in the early 1990s. He is focused on continuing to provide long-term guidance and counsel to his select group of private clients.
Gil earned a graduate degree in Molecular Biology from Texas Tech University. He earned Bachelor of Science degrees in Chemistry and Biology from Texas Wesleyan University.
Gil is a proud father and grandfather. A Fort Worth native, Gil now resides in Plano, TX with his wife and trusted dogs.