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Gil  Cervelli, CFP®

Gil Cervelli, CFP®

Vice President | Associate Financial Advisor, PWM | Financial Planner

Gil celebrated seven years with The Sommersberger Group and a decade at Baird in 2020. He is a Vice President with Baird and an Executive Council qualifier. His vast insight in financial planning and technology as an Associate Financial Advisor with Baird extends from different roles within the financial industry. He specializes in developing custom financial planning, retirement savings, and distribution strategies. When he is not engaged in a financial plan he focuses his attention on employer retirement plans.

In 2021 Gil was elected as the inaugural co-chair of Baird’s Associate Financial Advisor Council. As part of his role as co-chair of this Baird Leadership Group he will represent a diverse, nationwide collection of his fellow associates while also being a mentor to the next generation of Baird’s financial planners.

He graduated Summa Cum Laude from St. Ambrose University in 2006. Prior to joining Baird in 2010, Gil worked as a Financial Advisor with Edward Jones.

Baird recognized Gil for his exceptional client service in 2013 by awarding him the Blue Chip Client Service Award. He currently resides in Cedarburg with his wife, Sara, son, Gil, and dog, Bear.