William Gilbert
Cameron helps families and individuals simplify their financial life by providing clarity, comfort and confidence around their financial goals. Our teams practice has been built around walking step by step with clients to fully prepare them financially for life. Through strategic planning Cameron works with an 8 member team to provide concise portfolios built around retirement, education, and estate planning strategies keeping the client and their families at the core.
As a Dallas/Fort Worth native Cameron attended Burleson High School and was recruited to play soccer at Dallas Baptist University. Cameron has been recognized on the national level for his performance and leadership on the field and brings those core leadership values to his practice. He received his MBA with a focus in Finance from Dallas Baptist and attends Watermark Community Church in Dallas.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
