Robert W. Baird & Co.
47yrs
Top advisor by experience in Pittsburgh
26yrs
Gilbert Davis has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Pittsburgh, Pennsylvania. After 16 years at Hefren-Tillotson, Gilbert joined Wells Fargo Advisors in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Gilbert holds the CPA/PFS designation.
One of 1545 advisors with offices in Pittsburgh, and one of 1407 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?More experience than 74% of advisors nationwide
Office1501 Reedsdale St Suite 4005, Pittsburgh, PA 15233
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CPA/PFS
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2006 – 2022Hefren-Tillotson, Inc.Previously
- 2002 – 2004Hefren-Tillotson, Inc.Previously
Contact Gilbert
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Gilbert. 1501 Reedsdale St Suite 4005Pittsburgh, PA 15233Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Gilbert
Tailored to Gilbert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Gilbert
How do I contact Gilbert?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Gilbert Davis. Gilbert works from the Pittsburgh, PA office.
How long has Gilbert been a financial advisor?
Gilbert has been in the industry since 2000, about 26 years. More experience than 74% of advisors nationwide.
What licenses does Gilbert hold?
Series 66. Tap any license on this page to see what it allows.
Is Gilbert a fiduciary?
Gilbert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gilbert paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Gilbert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Interchange Capital Partners
47yrs
Top advisor by experience at Interchange Capital Partners
Wells Fargo Advisors
46yrs
Top 1% by experience in Pittsburgh
Morgan Stanley
46yrs
Top 1% by experience in Pittsburgh
Federated Investment Counseling
46yrs
Top advisor by experience at Federated Investment Counseling
Morgan Stanley
46yrs
Top 1% by experience in Pittsburgh