ADVISOR
PROFILE
 RESUME
For Anne C. Gibson, MBA, CFP®
WORK EXPERIENCE
- 2001-present Gibson Financial Solutions, L.L.C., Owner .
- 1988-2001 Bar Harbor Bankshares. Served as President for one year of Block
Capital Management, a subsidiary of BTI Financial Group and an SEC
Registered Investment Adviser. Prior to this position, served as Vice
President and Trust Officer for Bar Harbor Banking & Trust Co.
- 1983-1988 Fleet/Norstar. Assistant Vice President Employee Benefits Trust
Officer
EDUCATION
- 1/1998-9/2000 Certified Financial Planner program. Certification earned
9/2000.
- 12/1999 Passed series 7 General Securities Representative exam and series 65
Uniform Investment Adviser Law exam.
- 1983-1985 Northwestern University American Banker’s Association National
Graduate Trust School. Earned Certified Financial Services Counselor
designation.
- 1981-1983 McGill University, Montreal. Earned Master of Business
Administration degree with concentration on International Business and
Marketing.
- 1972-1976 University of Maine, Orono. Graduated with distinction with a B.A.
in French and a minor in Spanish.
COMMUNITY SERVICE
- Served on CFP® Board Exam Item Writing Committee August 2004, Exam Review
Committee May 2005, August 2006
- Served on North American Securities Administrators Association (NASAA)
Series 63, 65, and 66 Exam Item Writing Review Committee – 2001 to present
- Served on North American Securities Administrators Association (NASAA)
Series 63, 65, and 66 Exam Content Revision and Development Committee –
2008-2009
- Member of Rotary International 2001 to present; President Ellsworth Rotary
2004-2005
- Surry Planning Board, 1996-2004
- Hospice Regatta of Maine, Treasurer 1997-2001
- Board of Directors Hospice of Hancock County, 1996-1999
- Board of Directors Down East Family YMCA, 1993-1995, Co-Chair of Board 1995
- Board of Trustees Mt. Desert Island Hospital, 1990-1994
- Board of Trustees Junior League of Bangor Endowment, 1988-1995
- Surry Board of Appeals, 1992-1994
SPEAKING ENGAGEMENTS
- Speaker at National Association of Personal Financial Advisors National
Conference in Nashville, Tennessee May 2002, Chicago September 2002 and
2003, and Atlanta October 2002 and 2003
- Speaker at Maine Coast Memorial Hospital Estate Planning Seminars
1996-present
- Speaker at Estate Planning Seminars for Mt. Desert Island Hospital 1992-1994
- Speaker at Maine Fisherman’s Forum 1994
- Speaker at Maine Banker’s Association Annual Trust Conference 1989
- Speaker at Maine Banker’s Association Annual IRA Seminar 1986
INTERESTS
- USTA member
- US Masters swimmer
PROFESSIONAL MEMBERSHIPS
- Member of National Association of Personal Financial Advisors (NAPFA-see
www.napfa.org for more information)
- Member Financial Planning Association (FPA-see
www.fpanet.org )
Revised 4/5/2011 |
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