- July 12, 2021
- Posted by: Stratford Team
- Category: Business
Financial services firm’s focus is on understanding and meeting each client’s needs and goals
Ask anyone at Commonwealth what makes the financial services firm special and it’s a safe bet they’ll start by telling you about the culture. For the last 20 years, the Daniel Island firm has established itself as a leader in education, client services and advisor development — all with a values-based approach.
“I started Commonwealth to help our clients achieve their goals — whatever that looks like for them,” said President Britt Gilbert. “We are passionate about developing a relationship with our clients, understanding what’s important to them and then creating a financial plan to make that happen.”
Gilbert’s vision continues to grow thanks to the firm’s dedicated partners and team.
“We committed to growth a long time ago and remain focused on putting in the hard work,” said Jon Carroll, field director.
Attracting…
