Bailey Gilbert
Honors Finance & Financial Planning Student at UGA | Private Wealth Advisory Intern at Ameriprise
- Role
- Private Wealth Advisory Intern at Ameriprise Financial Services, LLC
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Bailey Gilbert
My name is Bailey Gilbert, and I am a third-year Honors Economics and Financial Planning…
Experience
Private Wealth Advisory Intern
Ameriprise Financial Services, LLC
May 2025 — Present · Greensboro, NC, US
Assisted financial advisors in managing client relationships and developing foundational financial plans. Gained practical experience with CRM tools, NaviPlan, MoneyGuide, and ClientViewer to analyze portfolios, prepare for meetings, and uncover planning opportunities. Attended investment discussions with fund managers to support advisor research and observed over 100 client meetings.
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration - BBA, Bachelor of Science - BS, Economics & Financial Planning
2025 — 2028
South Forsyth High School
High School Diploma
2024
Georgia College & State University
Bachelor's degree, Finance & Economics
2024 — 2025
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