The specialty of the financial planner is people

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Edward Jones’ financial adviser Gabriel Mbulo and his family recently attended his daughter’s graduation from Pace University.

For 35 years, serving individual investors and companies and focusing on solutions for business owners, executives, retirees and associations is what Gabriel Mbulo does on a daily basis. However, when discussing his work as a financial adviser at Edward Jones, he describes his role as being part of a client’s family.

“The more I know about you, the better I can serve you,” Mbulo said.

Mbulo is from Zambia, where the only investment opportunity for people is land. When he moved to the United States, he immersed himself in the world of finance, learning from the inside.

After earning his Masters in Business Administration from the University of Tampa, he worked behind the scenes at major financial institutions. As an institutional consultant and research analyst at Raymond James Financial, he reviewed and developed investment policy statements, developed investment recommendations, and worked on requests for proposals for not-for-profit organizations.

“This experience gives me in-depth knowledge of the products and services available,” Mbulo said.

He explained that he gets to know his clients and educates them on what is available and how best to meet their investment needs. “My job is not to convince people to buy something, it’s to inform and educate,” Mbulo said.

Mbulo’s specialty is people, he pointed out, explaining that hiring a financial planner is not just about investing. It can act as the rational side versus the emotional side and provide insight into why sticking to a certain strategy works.

Outside of the office, being active in the community is also important to Mbulo. He is a board member of the Spurlino YMCA, the Rotary Club of FishHawk-Riverview, and the Ruskin Firehouse Cultural Center. He is also a member of Better Living for Seniors and involved in local youth organizations.

As Mbulo said, he has lived and played in the Riverview community since 1994. He is married with two adult children. Her daughter recently graduated from Pace University and lives in Manhattan, and her son attends the University of South Florida.

Gabriel Mbulo’s Edward Jones office is located at 10657 Big Bend Rd. in Riverview. For more details, visit www.edwardjones.com/us-en/financial-advisor/gabriel-mbulo.

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