Trish Gildea
Senior Financial Planner at HUB International | Suffolk County, Massachusetts, United States
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Trish Gildea is a dedicated Senior Financial Planner at HUB International, where she leverages her extensive expertise to deliver comprehensive financial strategies tailored to her clients’ unique needs. Holding a Series 7 securities registration through LPL Financial, Trish is well-equipped to provide a broad spectrum of investment solutions, including mutual funds, asset allocation, and strategic financial planning. Her role involves working closely with individual clients and small business owners to develop personalized retirement plans, optimize investment portfolios, and implement effective risk management strategies.
At HUB International, Trish is particularly known for her ability to translate complex financial concepts into clear, actionable advice, ensuring her clients are well-informed and confident in their financial decisions. She actively conducts workplace education sessions for 401(k) plans, empowering employees with the knowledge to make informed retirement savings choices. Her expertise in retirement planning and investments is complemented by her strong public speaking skills, allowing her to engage audiences effectively during seminars and client meetings.
Trish’s approach emphasizes a holistic view of financial health, integrating asset allocation strategies with long-term financial goals. Her commitment to ongoing education and industry best practices ensures her clients benefit from innovative solutions and up-to-date market insights. Whether guiding a small business through succession planning or helping an individual prepare for retirement, Trish Gildea’s strategic insights and client-centric approach make her a valuable asset to HUB International and her clients alike.
Senior Financial Planner at HUB International in August 2010 to Present
Volunteer at MA Financial Planning Association in March 2010 to February 2011
Regional Consultant at Fidelity Investments in September 2004 to February 2009
Manager, Fixed Income Credit Research at State Street Global Advisors in October 1997 to September 2000
Assistant Vice President at Colonial Management Associates in November 1987 to October 1997
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Babson F.W. Olin Graduate School of Business, August 1989 to August 1991
St. Bonaventure University, B.B.A., August 1983 to August 1987
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Retirement Planning
Investments
Mutual Funds
Asset Allocation
Strategic Financial Planning
Public Speaking
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Discover more about HUB InternationalWhat is Trish Gildea email address?
Email Trish Gildea at [email protected] and [email protected]. This email is the most updated Trish Gildea's email found in 2026.
How to contact Trish Gildea?
To contact Trish Gildea send an email to [email protected] or [email protected]. (updated on February 16, 2025)
What company does Trish Gildea work for?
Trish Gildea works for HUB International
What is Trish Gildea's role at HUB International?
Trish Gildea is Senior Financial Planner
What is Trish Gildea's Phone Number?
Trish Gildea's phone (413) ***-*353
What industry does Trish Gildea work in?
Trish Gildea works in the Financial Services industry.
Trish Gildea Email Addresses
Trish Gildea Phone Numbers
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