OUR Team

DeLene Gilbert has been a financial planner for over 20 years and with EVOS Financial since inception. DeLene’s expertise is to inspire clients “to transition - to security - to success - to significance” whereby their legacy makes a difference in the world. She assists both personal and business clients with in-depth planning, estate and wealth transfer planning, investment strategies for financial independence, and lifetime wealth accumulation. She believes in long-term relationships with her clients - her job doesn’t end once recommendations are made, but continues through the life of the client. 

After fulfilling rigorous educational, experience and ethical requirements, DeLene was awarded the Chartered Advisor in Philanthropy professional designation.  This program gives professionals the broad knowledge and skills to help clients and prospective donors reach financial and philanthropic goals. In 2006 and 2008, DeLene was named by her peers as one of Dallas’ Best Financial Planners in D Magazine** and in 2012, 2013, and 2014 she was again recognized as a Five Star Wealth Manager*. DeLene’s credentials include: 

• Chartered Advisor in Philanthropy® 
• CFP® licensee from the Certified Financial Planner Board of Standards
• Chartered Financial Consultant® (ChFC)
• Chartered Life Underwriter® (CLU)
• Certified in Long-Term Care (CLTC) 

DeLene is an active member in many organizations including the Financial Planning Association, Dallas Estate Planning Council, and Partnership for Philanthropic Planning. She is also a patron of the Richardson Symphony Orchestra and board member of Literacy Instruction for Texas. 

She and her husband Marc reside on Firewheel Golf Course and have one married son, and two wonderful grandsons.

Check out my background on FINRA's BrokerCheck.

*To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com

**“Recipients of Best of Financial Planners in Dallas were nominated by CERTIFIED FINANCIAL PLANNER™ Practitioners and industry peers. This recognition is not representative of investment performance, and does not represent a particular client experience or endorsement

M. DeLene Gilbert

Financial Planner, CFP®, CLU®, ChFC®, CLTC, CAP®

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