Priscilla Gilbert has been an investment adviser representative at Blue Bear Financial since December 2025, and is not listed among the firm’s executive officers or direct owners. Priscilla Gilbert holds a B.A. from Boston College.
Blue Bear Financial, LLC is a firm with $147M under management, 163 clients and 3 advisers across 2 offices, as of its September 2026 filing.
Priscilla N. Gilbert is President and Founder of CenterPoint Financial. Her professional career began as an adviser at Merrill Lynch and developed as Assistant Vice President for Development at Norwich University. She joined J. Cole Financial Advisers, Inc. in 2010 and founded CenterPoint Financial, Inc. in 2014.
Priscilla Gilbert’s longest registration was 11 years at Centerpoint Financial, Inc. (2014–2026). Before joining Blue Bear Financial in 2025, Priscilla Gilbert was registered through Centerpoint Financial, Inc. and J. Cole Financial Advisers, Inc.
- Blue Bear Financial, LLCCurrent– present · under a yearMontpelier, VT · Adviser representative · Firm CRD 331226
- Centerpoint Financial, Inc.– · 11 yearsMontpelier, VT · Adviser representative · Firm CRD 171610
- J. Cole Financial Advisers, Inc.– · 4 yearsGansevoort, NY · Adviser representative · Firm CRD 122978
Professional designations
Listed by Blue Bear Financial
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 November 2010 |
| Series 66 | Uniform Combined State Law Examination | 28 July 2000 |
| Series 7 | General Securities Representative Examination | 23 June 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Priscilla N. Gilbert
- CRD
- 4185541
- Firm
- Blue Bear Financial · CRD 331226
- Office
- Montpelier, VT
- Registration
- Investment adviser registration
- In the industry since
- November 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- centerpoint-financial.com
Where does Priscilla Gilbert work?
Priscilla Gilbert is an investment adviser representative registered through Blue Bear Financial, LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Priscilla Gilbert a financial advisor?
Yes. Priscilla Gilbert has a current investment-adviser registration, through Blue Bear Financial since December 2025.
How many years of experience does Priscilla Gilbert have?
Priscilla Gilbert has 15 years in the financial industry, since November 2010, across 3 adviser firms.
What exams has Priscilla Gilbert passed?
Priscilla Gilbert has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in June 2000.
Where did Priscilla Gilbert work before Blue Bear Financial?
Before Blue Bear Financial, Priscilla Gilbert was registered through J. Cole Financial Advisers, Inc., November 2010 to December 2014.
Where is Priscilla Gilbert based?
Priscilla Gilbert’s registered office is in Montpelier, VT.
Is Priscilla Gilbert registered with FINRA?
No. Priscilla Gilbert has no current broker registration.
Is Priscilla Gilbert a CFP?
Blue Bear Financial lists Priscilla Gilbert with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Priscilla N. Gilbert, CFP®, President and Founder biography, centerpoint-financial.com
How can I verify Priscilla Gilbert’s record?
Search CRD 4185541 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Priscilla Gilbert’s full registration record.
