Gilbert  Bermea

Gilbert Bermea

Financial Advisor

Gilbert joined Tejas Financial Advisors in June 2018 as a financial assistant. In this role, he provided administrative and technical support to advisors, leveraged technology to improve the operational efficiency of the office, and analyzed data to help advisors identify opportunities for improving the client experience. As part of his training, Gilbert studied for and passed several exams and now holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®, as well as the General Lines Agent – Life, Accident, Health & HMO license with the Texas Department of Insurance. After successfully completing these examinations, he became a registered financial advisor in March 2019. In his new role, Gilbert will continue to expand and enhance our commitment to providing the best service to our clients.

Gilbert received his BBA in marketing from Mays Business School at Texas A&M University, where he was the 2017–2018 Sales Cup Champion, and now serves on the business school’s Professional Selling Board. He was also a member of the Financial Planning Student Association, an organization that solidified his passion for the profession. In his spare time, Gilbert enjoys being outdoors, watching college football (Gig ’em Aggies), and spending time with loved ones.