Jodie Gilbert

Director, Advanced Planning

Jodie Gilbert is a skilled advisor and estate planning professional with a passion for helping individuals find optimal solutions to their legal challenges. Jodie has extensive experience in estate planning and elder law, focusing on wills, trusts, and powers of attorney while also representing clients in probate, conservatorship, and guardianship matters. Currently, Jodie serves as the Director of Advanced Planning at Fidelity Investments and is an Executive Council Member for the Trusts and Estates Section of The Colorado Bar Association. Jodie previously held roles as a Senior Associate Attorney at Stone Law LLC and a Trusts and Estates Attorney at both Howard O. Bernstein, P.C. and Watershed Estate Planning LLC. Jodie earned a Juris Doctor from the University of Colorado Law School and a Bachelor's Degree in East Asian Studies and Politics from Oberlin College.

Location

Boulder, United States


Org chart

This person is not in the org chart


Teams

This person is not in any teams


Offices

This person is not in any offices