Roy Gilbert

Roy Gilbert is a Financial Planning Associate at Family Wealth Decisions Group with extensive experience serving high-net-worth individuals, including business owners, professionals, corporate executives, and retirees.12 He works alongside Tyler Simmons, assisting in discussions of complex financial and legacy planning concepts.1

Education and Qualifications

Roy Gilbert holds impressive academic and professional credentials:

• Bachelor of Arts from Clark University
• Master of Science from Long Island University, C. W. Post College
• Juris Doctor from Saint John's University, School of Law
• Chartered Life Underwriter (CLU) designation
• Chartered Financial Consultant (ChFC) designation1

Professional Experience

In addition to his role at Family Wealth Decisions Group, Roy Gilbert has:

• Served on the Board of Directors for the Nassau County chapters of the National Association of Insurance and Financial Advisors (NAIFA) and the Society of Financial Service Professionals (SFSP)
• Held the position of Past President of the Nassau SFSP
• Served on the national level Board of Directors of NAIFA's Division of Financial Advisors
• Been a member of the Elder Law Section and the Estates and Trusts Section of the New York State Bar Association
• Previously served as president of RNJ Associates, Ltd., a mortgage broker registered with the New York State Banking Department1

Roy Gilbert's extensive experience and qualifications make him a valuable asset to the Family Wealth Decisions Group team, where he focuses on providing wealth management services to clients.2