Gibbs Wealth Management & Gibbs Financial Group

06/08/2026

05/20/2026

Shaping the future of the next generation is extremely important at Gibbs Financial Group and Gibbs Wealth Management!

For the 7th year in a row we are excited to have two very bright, talented and ambitious summer interns. Our first is Sophie Gibbs who is studying Media & Advertising at Indiana University. Along side her is Brennan Cozad who is studying Finance at Belmont University. We're looking forward to all the support, ideas and help that they will be providing to the company over the next 3 months!

Welcome to the Team this summer!

Gibbs Wealth Management

05/10/2026

Gibbs Wealth Management would like to welcome the newest member to our firm, Kirsten "KB" Brown. KB will be supporting GWM's Compliance and Operations department supporting our 60 advisor offices around the US.

She is a Georgia native who grew up in central Georgia before relocating to the Atlanta area for college. She brings a diverse professional background, with experience in Compliance and the Internal Revenue Service.

She earned her bachelor’s degree in Media Studies, along with a minor in Marketing, from Kennesaw State University. Her academic and professional experiences have helped her develop a well-rounded skill set that blends analytical thinking with creative communication.

Outside of work, KB is a longtime music fan who loves attending concerts and spending time around live music. She also enjoys reading, playing tennis and pickleball, and spending quality time with family and friends.

On behalf of everyone at GWM, welcome to the team!

05/09/2026

Gibbs Wealth Management is very excited to announce that we have recently added Susanne Naso as Chief Compliance Officer. She is a greater Philadelphia, PA native who now resides in the Bradenton/Sarasota, FL area. She is a graduate of the University of Notre Dame and holds an MBA from St. Joseph’s University, as well as, the Series 7, 24, 65, 66 and 99 licenses.

Susanne’s career includes various compliance roles at Orion Advisor Solutions, Inc. and TD Ameritrade, Inc., where she gained extensive experience supporting both broker‑dealer and investment advisory compliance. Her background includes guiding firms in implementing regulatory requirements, building compliance and oversight programs, and managing teams responsible for supervisory practices.

Outside of work, Susanne loves music and enjoys boating on the Gulf, reading, cooking, and iFit running! She also loves spending time with her husband, Jay, family and friends, and her three dogs—Lola, Lily, and Sasha. She values an active lifestyle and appreciates living on Florida’s Gulf Coast.

On behalf of everyone at GWM, welcome to the firm!