Michael D. GibneyCFP®, CAP®, AIF®
Wealth Manager, Principal
What do you value most in your client relationships?
The trust they have in us. For those clients who understand we are more than just stockbrokers, we provide a valuable service by helping coordinate their entire financial lives. As an industry, we need to overcome the stigma inherent in financial services and it takes a lot to gain someone’s trust. We work hard at doing this, and when we form an ongoing relationship the trust becomes greater.
What sparked your interest in financial planning?
My parents were dealing with a broker who was not treating them well. It was very cookie cutter and you can tell he was just dialing it in. He would send a birthday card every year, but he would never proactively reach out otherwise unless he was trying to sell them something else. The birthday card was so insincere.
What do you enjoy most about working at Modera?
The culture. I enjoy coming to work every day, collaborating with colleagues and helping solve client issues.
When you retire you’re going to…?
I left Wall Street almost 20 years ago because I did not want to retire in the traditional manner. I wanted a career that I continue beyond the typical retirement age and still provide value. Financial Planning is fulfilling that desire. I’ll continue to do it as long as I can contribute meaningful advice.