Gilbert Mercado

Gilbert Mercado

Financial Advisor EA, MRFC, CFS, CES, CSA, CBC
Phone:830-775-4800
Address:1200 Ave C Del Rio Texas 78840

PROFILE

Gilbert Mercado EA, MRFC, CFS, CES, CSA, CBC is President of Money Concepts Financial Planning Centre in Del Rio, Texas, and CEO of Money Link Services Inc. Gilbert’s firms provide quality and professional assistance in retirement planning, financial planning, investment services, life insurance, tax planning and preparation, bookkeeping and payroll services to both individuals and businesses. He is also a Regional Director for Money Concept’s Eagles Region and is responsible for actively recruiting and mentoring financial advisors. “Our objective is to insure our client’s financial goals and needs are met and create a long lasting professional relationship that will benefit all whom we serve”.
In addition to his independent office, Gilbert provides financial planning and investment services at all four branches of Border Federal Credit Union including Eagle Pass, TX and Laughlin Air Force Base through an affiliation agreement. He is an active member of the Del Rio Chamber of Commerce and the Del Rio Hispanic Chamber of Commerce as well as an active member of the community having served in various positions in local civic and service organizations including, President of the Del Rio Rotary Club in 2005 and President of the Val Verde County Child Welfare Board in 2003.
Gilbert holds various licenses including a Series 6, 7, 63, 65, 22 and the Texas Life, Accident and Health Insurance license. He is an Investment Advisor Representative and has earned the Master Registered Financial Consultant (MRFC), Certified Fund Specialist (CFS), Certified Estate and Trust Specialist (CES), Certified Senior Advisor (CSA), and Chartered Benefit Consultant (CBC) designations and continues to seek additional knowledge in varying areas of the financial industry. In addition, he has earned the Enrolled Agent (EA) designation and is licensed to represent taxpayers before the Internal Revenue Service in matters including audits, collections and appeals.
He has also been named to the prestigious Money Concepts Millionaires Club in 2008 and 2009, 2010. The Century Club in 2011, 2013 and 2015, the Professionals Clubs in 2012, 2014 and 2016 and the Eagles Club in 2017. He was also named the Hispanic Chamber of Del Rio 2012 Businessman of the Year and in 2017 his firm was named Small Business of the Year. In addition, Gilbert is a financial article contributor to the Del Rio News Herald and is routinely requested to speak regarding financial matters at local events and organizations.
Gilbert, his beautiful wife Irmarie and their four children reside in Del Rio, TX. He enjoys traveling, furthering his education, reading and spending time with his family.

“Retirement is a wonderful feeling filled with the gift of knowing that all you’ve accomplished has made a lasting difference……And all that lies ahead will become a lasting treasure” … AUTHOR UNKNOWN
Gilbert Mercado EA, MRFC, CFS, CES, CSA, CBC
President
1200 Ave C Del Rio Texas 78840
830-775-4800 Fax 830-775-4850
www.moneyconcepts.com/gmercado
gmercado@moneyconcepts.com