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Gilberta A. Dorsey
1032 Peachtree Lane Quincy, IL 62305
Phone: 217.223.2540 Fax: 217.222.6221
Mobile: 217.257.2340 Toll Free: 866.698.2540
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1032 Peachtree Lane
Quincy, IL 62305
Phone: (217) 223-2540
Mobile: (217) 257-2340
L. Dist: (866) 698-2540
FAX: (217) 222-6221
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Gilberta Dorsey has been in the financial services industry for over 24 years. She started her career at the former AG Edwards & Sons in Quincy, Illinois, where she was the only person from Quincy to ever attain their most prestigious award of Chairman’s Council. While at Edwards, Gilberta also earned the designation of Trust Specialist. Additionally, Gilberta co-authored two nationally published articles for The Director, the official publication of the National Funeral Directors Association. She has held several fund raisers for Quanada, the local women’s shelter, and has been a prominent speaker for women’s conferences at local churches, future business leaders at local high schools and a motivational speaker at Chaddock, an alternative home and school for troubled youth from the surrounding area. She has been featured in Smart Money, a publication of the Wall Street Journal and Today's Chicago Woman.
Gilberta later brought to Quincy the opening of new branch offices for Morgan Stanley and Stifel Nicolaus, both of which she managed. While at Stifel, Gilberta was instrumental in the opening of the Prairie Crossing Shopping Development. She was the “go to” person between the Quincy City Council, Quincy Mayor at that time Chuck Scholz, local owners and developers, the Mays family of Quincy and Orix Real Estate Capital Group from Chicago. This development brought stores such as Kohl’s, TJ Maxx and Best Buy to Quincy. Gilberta also attained the certification of Financial Divorce Practitioner through the College of Certified Financial Divorce Practitioners at DePaul University, Chicago.
Gilberta Dorsey, President, Owner of Abundant Life Investments has successfully completed all requirements to earn the designation of Certified Wealth Strategist © professional from Cannon Financial Institute. Classes were held in two separate week long intervals at Georgia Tech University, Atlanta, GA., with a comprehensive home study program in between. The certification was then achieved by successful completion of a Capstone Project. The Capstone Project measures skills in areas such as Gifting During Life, Wealth Protection, Disposition of Wealth at Death, Liabilities, Debt and Lending, Charitable Giving, Business Succession Planning, Qualified Retirement Plans and IRA Distribution, as well as advanced insurance and investing issues.
Gilberta has been in the Financial Services industry for 25 years. Along with holding her Series 7, 63, 65, 9, 10 and Insurance licenses for health, life, long term care, and Medicare supplements, she has also completed a rigorous program through the Academy of Financial Divorce Practitioners to help address the needs of individuals going through divorce. In many cases this study has also aided in the prevention of divorce by helping couples address the most common areas that are the causes of divorce. Gilberta offers a full range of investment securities through Independent Financial Group LLC., Member FINRA/SIPC. Her office is located at 1032 Peachtree Lane, Quincy, IL. She can be reached by phone at (217) 223-2540.
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