Hunter Gilmore
Financial Planning Associate @Rockwood Wealth Management
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WORK HISTORY
Financial Planning Associate @Rockwood Wealth Management
New Hope, PA, US
Welcome to Rockwood, where a commitment to a client-centric practice and unwavering integrity in all our endeavors ensures that our clients\' best interests are always foremost. As independent fiduciaries in a founder-led and employee-owned firm, we are free of the conflicts of interest and compromises that characterize many Wall Street firms. We put our clients first and have a steadfast legal and ethical commitment to serving our clients uniquely in their best interests.
EDUCATION
Long Island University - CW Post
BFA
SKILLS
ABOUT HUNTER GILMORE
I\'m a successful client service advocate with 15+ years of experience fostering relationships, building trust, and delivering personalized, client-focused solutions. I’ve honed my skills in strategic planning, financial management, and communication to empower individuals and organizations to achieve their goals. As a Financial Planner, I bring a proven ability to guide clients through complex decisions with integrity and care. I am dedicated to helping families, individuals, and businesses craft tailored, ethical strategies for financial success.
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