Wherever you are in your journey, we can help.
Who we are
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 am a dog lover!!! You may encounter a dog or two when visiting the office!
I am a Greensboro native and have lived here all my life. I absolutely love working with clients and putting together a customized plan. I specialize working with millennials and their needs.
I believe financial planning consists of 4 key components: Retirement, Estate, Risk Management and Portfolio Management. The fun part for me is putting these altogether for my clients to help them pursue their goals.
Currently I hold a series 7 and 66 license as well as a life insurance license. I am an investment advisor representative with LPL Financial as well as an Accredited Wealth Management Advisor (AWMA®) through Kaplan College of Financial Planning.
During the warmer months you will find me kayaking on the lake or various rivers. I love working out and being with my family.
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.
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 but successful brokerage firms, and is the number one independent broker/dealer in the country.*
How we help
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.
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.
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.
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.
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.**
