I AM INDEPENDENT. I AM DELENE GILBERT.
My journey is about inspiring others to reach for their goals. I believe in hard work, long-standing relationships, and giving back. I am a Chartered Advisor in Philanthropy®. I am an active member of the Financial Planning Association®, Dallas Estate Planning Council, and the Partnership for Philanthropic Planning. I am also a board member for the Literacy Instruction for Texas, an organization dedicated to teaching adults to read.
Who we are: Evos Financial, LLC. is located in Dallas, Texas, home of the Dallas Arts District, recognized as the largest urban arts district in the United States. Our firm was established by a team of independent financial advisors with over one hundred years of combined experience in the financial services industry. Our team consists of experienced professionals who take a hands-on approach to financial guidance.
What we do: We believe a comprehensive financial plan allows us to give clients the best advice for their current position and to help them reach their future goals. We offer business planning, financial planning, wealth management, philanthropic planning, family and estate planning, and asset management. As an independently owned, fee-based organization, our only motivation is to improve the financial well-being of clients and serve as their guide through each new phase of their lives.
Why we do it: At Evos Financial, we care about each client and the pursuit of their dreams.
DeLene Gilbert, CFP®, CLU®, ChFC®, CLTC, CAP®, Financial Planner – EVOS Financial LLC.
DeLene Gilbert, CFP®, CLU®, ChFC®, CLTC, CAP®, Financial Planner – EVOS Financial. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and EVOS, LLC. are not affiliated.
Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. V.CIR.0814