Gilbert Mercado
MBA, EA , MRFC, CFS, CES, CSA, CBC
Gilbert Mercado MBA, EA, MRFC, CFS, CES, CSA, CBC is President of Money Concepts Financial Planning Centre in Del Rio, Texas, and President/CEO of Money Link Financial Services Inc., Gilbert Mercado Financial Services Inc. and Mastery Alliance LLC. His firms provide professional assistance in retirement planning, financial planning, investment services, life insurance, tax planning and preparation, representation before the Internal Revenue Service (IRS), bookkeeping and payroll services to individuals and businesses. They also provide continuing education, training and development in leadership, personal and executive coaching and speaking engagements. He is also Network Director for Money Concepts’ Eagles Network and is responsible for actively recruiting and mentoring financial advisors throughout the country. “Our objective is to ensure our client’s financial goals and needs are met and create a long-lasting professional relationship that will benefit all whom we serve.”
Gilbert is an active member of the community having served in various local civic organizations, including President of the Del Rio Rotary Club and President of the Val Verde County Child Welfare Board. In addition, he and his team are active members of the Del Rio Chamber of Commerce, the Del Rio Hispanic Chamber of Commerce and various other civic organizations. Gilbert is also a U.S. Army veteran and proudly supports and works with members of the U.S. Military as well as federal employees.
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. He also earned the Enrolled Agent (EA) designation and is licensed to represent taxpayers before the IRS in matters including audits, collections, and appeals. He holds a Master of Business Administration degree from Western Governors University and a Bachelor of Applied Science in Organizational Leadership from Sul Ross State University. He is also a John Maxwell Certified Speaker and Coach.
Gilbert has also been named to the prestigious Money Concepts Millionaires Club in 2008, 2009 and 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 2018, Gilbert was named to the Money Concepts Apex Club and was also awarded the 2019 Texas Association of Mexican American Chambers of Commerce Businessman of the Year. In 2020-2021, he was named the TXSEA Enrolled Agent of the Year. In 2022, he was named the Money Concepts Bronze Recruiter of the Year, and in 2023, qualified as a Money Concepts Pathfinder.
He is routinely requested to speak regarding financial matters at local, national, and international events and organizations. Gilbert also served as a subject matter expert and standards setting participant for the MRFC credential through the International Association for Registered Financial Consultants and currently serves on the Money Concepts Investment Advisory Committee. He also serves on the Mobius Group committee which seeks to enhance Money Concepts’ efforts by providing input for futuristic thinking and long-term improvements.
Gilbert, his beautiful wife Irmarie, and their lovely daughter reside in Del Rio, Texas. He enjoys traveling, furthering his education, reading and spending time with his family. He also enjoys giving back to his community through various initiatives including but not limited to the annual Women’s Empowerment and Men’s Empowerment events and the annual “Fuzzy Socks” project.
Gilbert Mercado MBA, EA , MRFC, CFS, CES, CSA, CBC is licensed to sell and/or discuss Securities Products only to residents of the states listed: AZ, CA, CO, FL, GA, IA, IL, IN, MA, MD, MN, MO, MS, ND, NJ, NM, NY, OK, OR, PA, PR, TX, VT, WA
Gilbert Mercado MBA, EA , MRFC, CFS, CES, CSA, CBC is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: TX
Gilbert Mercado MBA, EA , MRFC, CFS, CES, CSA, CBC is licensed to sell and/or discuss Insurance Products only to residents of the states listed: OR, TX
100 Center Drive
DELRIO, TX 78840
- Series 22, 6, 63, 65, 7, 7TO