Our team

Barbara M. Gilbert –

Senior Advisor
About Barbara

Barbara M. Gilbert joined Castle Wealth Management in October 2018, continuing her career in finance in the South Florida and Philadelphia regions. She is a national speaker on the topics of wealth planning, wealth management, Women & Wealth, family offices, philanthropy and nonprofit management. Most recently, she was lead speaker for A2V, Venture Capital for Women, in Philadelphia with Pepper Hamilton Law firm.

Barbara attended Miami Dade Community College in Miami, Florida where she studied architecture and Barry University in Miami, Florida where she studied business management. She completed additional training at Cannon Financial, in wealth management and trusts. She attended Fitch Financial Training in New York. She is registered as an Investment Advisory Representative.

Ms. Gilbert has a 15-year career in wealth management. She was a financial advisor with Janney Montgomery Scott, LLC in Palm Beach and Bryn Mawr, Pennsylvania. Previously, she held the positions of Managing Director for Commerce Private Banking in Florida and Pennsylvania;Vice President National Sales, Wells Fargo, Palm Beach, Florida; and Vice President, Bank of America Private Bank in Palm Beach.

Barbara is a leadership committee member of Penn Medicine in Philadelphia, PA and a board member for Brooke USA in Palm Beach, Florida. She is an avid golfer, tennis player, rider and currently writing a book. She loves spending her time with her family, grandchildren, friends and pets.



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