Bixby Gilbertson

Wealth Advisor

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Professional Experience

Bixby Gilbertson is a founding member of Petros Family Wealth, an independent Registered Investment Advisor (RIA).

As a dedicated Wealth Advisor, Bixby plays a central role in the lives of many clients. He focuses on understanding their complete financial picture and ensuring the effective development and implementation of their strategies and plans. Additionally, Bixby drives the firm's operational excellence. He ensures the smooth functioning of all client transactions and firm systems, overseeing ongoing money transfers, account maintenance, and the overall systems and processes. Bixby brings over a decade of experience in the financial services industry, including previous roles at Wells Fargo Advisors and Gradient Investments.


Education

Bachelor of Arts (Major: Finance), University of Minnesota - Duluth, MN