President, Money Concepts
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”.
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.