Jeff Gilbert is the founder and CEO of Balboa Wealth Partners. He has more than 32 years of experience in the financial services industry as both an adviser as well as an executive level manager. Mr. Gilbert began his career with Shearson Lehman Brothers and built a successful advisory practice. He later spent over 13 years with Morgan Stanley as a branch manager supervising two offices with more than 75 financial professionals who managed $3.5 Billion of client assets and generated $32 million in annual revenue. Mr. Gilbert earned his B.A in Political Science from Arizona State University.
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