Adam Scott Gilbert
Financial Advisor|CFP®
Professional
I have been with Northwestern Mutual since 2014. I work closely with my clients to provide expert guidance and innovative solutions to help achieve financial success and reach your goals at every life stage. I pride myself on creating personal relationships, building trust and keeping the promise to serve my clients with excellence and integrity.
I work with clients to create a short and long term financial strategy for their future and an individual plan offering a level of confidence with respect to meeting their financial goals. Although I work with clients in all stages of life, I specialize in working with those in the engineering/technology field, business owners, and those with fluctuating incomes.
Personal
When I am not in the office, I am spending time with my family and community. I met Kendall, my wife, at the University of North Carolina at Greensboro. We have 2 beautiful children, Crawford and Buckley. We love and actively serve at our church, Southbridge Fellowship, in Raleigh which is all about "helping people connect to Jesus for life change".
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
