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Your path to financial security is unique 

Let us be your guide





Wherever you are in your journey, we can help. 



See what we're all about

Your money. Your unique journey.

Who we are

Who you will be working with:

Keith Wilson, CLTC Photo

Keith Wilson, CLTC

LPL Financial Advisor
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keith.wilson@lpl.com


I have been assisting individuals and the business community in the financial services area since 1989.  My top priority is putting my client’s needs above my own while exploring their various investment options.  

I have had the good fortune of working with wonderful individuals and families to provide them with an understanding of the financial concepts behind insurance, investing, retirement, estate planning and wealth preservation. My concentration is assisting pre-retirees and those already in retirement by enabling them to feel comfortable knowing that they have a "coach" along the way to help guide them through any financial obstacles that they may encounter.

In December of 1988 I graduated from the University of North Carolina at Greensboro with a degree in Communications. My financial services career started immediately with a local firm and within three years I made the decision to branch out and start Wilson Financial Advisors.  I welcome the opportunity to discuss your financial needs and the possibility of providing options to you.

I grew up in Greensboro, married and raised three children here.  My family enjoys visiting the coast and making room in our home for 4 dogs. You may encounter one of the visiting dogs when at the office.


Annie Collins Photo

Annie Collins

Branch Operations Manager
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annie.collins@lpl.com


I am the Branch Operations Manager and handle all aspects relating to client services, administration, marketing, and event planning. I was born and raised in Greensboro with my parents, younger brother, and two dogs.

After graduating from Caldwell Academy in 2014, I attended the University of North Carolina at Greensboro, where I received my Bachelor’s degree in Business Management  in 2018. 

Prior to joining Wilson Financial Advisors in 2018, I worked for a global association of financial professionals in the Triad for over three years. When I am not working, I enjoy painting, traveling, and taking my dog to the park.





Our primary goal is to help you.

We want you, as our client, to be more confident in your future: whether that be through preparing for retirement, financial planning, portfolio analysis, or college planning. We focus on your goals and work with all aspects of your life to build a solid financial plan that will help protect you in the future. 

Unbiased financial advice.

LPL Financial is a leading source of objective advice for accumulating and managing personal wealth. LPL Financial was formed in 1989 through the merger of two small bus successful brokerage firms, and is the number one independent broker/dealer in the country.*


See what we can do for you

Wealth management you can trust

How we help

It's not about how much you have.

Whether you’ve accumulated tens of thousands or a couple million, your net worth isn’t our primary focus. Instead, we’re interested in working with clients who always strive to make sound financial decisions with what they have. You may not be driving a sports car or acquiring a yacht anytime soon, but you’re ready to maximize your wealth’s potential as you prepare for your financial future.


Wealth Management


Financial Planning

                               

Retirement Planning

                          


Risk Management

                                             


          Estate Planning              

                                                


Investment Advisory

                                                  

Financial Planning




Diversification

We offer our clients portfolios containing several asset classes, including both traditional strategies—domestic equity, international equity, and fixed income—and alternatives. We offer our clients access to products and strategies typically only available to large, institutional investors. 

Innovation

We continually look for ways to innovate, drawing on our extensive experience to help find better investment strategies for the long term. This combination of curiosity and flexibility means that you have a ready source for new ideas and smart options.

Independent Analysis

 We form our own independent perspective on everything we recommend. When we’re putting together a portfolio, we start by analyzing strategy options based on expectations of returns, historic returns, and market volatility. Armed with our in-depth research, we can make informed, strategic decisions about how to allocate assets. Past performance is no guarantee of future results.

Hands-On Management

We carefully evaluate every asset manager and strategy we recommend to make sure they meet our standards for performance and integrity. We also continue to monitor and reallocate portfolios to take advantage of market opportunities.**


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While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us.



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