Michael Gilbert
Michael Gilbert is Vice President and a trusted financial advisor at UFC, where he helps individuals and families navigate the complexities of estate planning, tax strategies, and financial growth with clarity and confidence. With over a decade of hands-on experience in wealth management, Michael is known for his thoughtful guidance, personalized approach, and deep commitment to his clients’ long-term success.
A Tampa native, Michael’s introduction to finance began at home—his father, also a financial advisor, instilled in him a lifelong passion for helping others make informed financial decisions. After earning his Finance degree from the University of Central Florida (UCF), Michael began his career at Gilman Ciocia, followed by roles at Morgan Stanley and Wells Fargo. These positions allowed him to work with a diverse range of clients across Florida, delivering customized strategies that align with each individual’s unique goals.
Michael holds an impressive array of industry credentials, including his Series 7, Series 63, and Series 65 licenses, as well as Life, Health, and Annuities licenses. At UFC, he brings together advanced financial planning tools, up-to-date market insights, and a client-first philosophy to help individuals and families protect what they’ve built—and plan for what’s next.
Whether you’re planning your estate, preparing for retirement, or looking to grow your financial legacy, Michael offers the experience, integrity, and personalized service to guide you every step of the way.
Outside the office, Michael stays closely connected to his Tampa roots and is an avid supporter of the Buccaneers, Lightning, and Rays.