Gil Rubio joined Merrill Lynch in 2003, he has more than 25 years of experience in the international financial markets having worked in Chicago, New York, London and Panama.
Gil holds a B.S. in Economics from Villanova University and an MBA from DePaul University.
Gil holds the CFP® certification, which means he has met education, examination, experience and ethics requirements as required by the Certified Financial Planner Board of Standards. The CFP® certification marks represent a high level of competency, ethics and professionalism, they are the recognized standard of excellence for personal financial planning.
Gil holds the Chartered Retirement Planninig Counselor(SM) designation to assist individuals on their pre- and post-retirement needs.
Gil resides in Summit, New Jersey and Panama City, Panama, with his wife Rita and their son Gil Jose. Gil is an active member of the American Red Cross, the Panama Lions Club and the National Society of Hispanic MBA's. Gil is also active as a parent at Blair Academy in Blairstown New Jersey.
Gil's primary areas of practice are Wealth Management, Investments and Trust Structuring.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Chartered Retirement Planning Counselor SM and CRPC® are registered service marks of the College for Financial Planning.