Wilson has more than 25 years of experience in the financial services industry, with a focused expertise in retirement plans. He has built his career around helping people understand how important saving is to their financial well-being.

Before joining our team, Wilson served as director of the retirement services division of a large regional insurance agency, as a senior consultant and compliance director for a national 401(k) recordkeeping firm, and as vice president and trust officer for a large regional bank.

Wilson earned a BBA from Millsaps College and holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ practitioner (CFP^®) and Accredited Investment Fiduciary (AIF^®).

Wilson is registered with Raymond James as a Series 7 (General Securities Representative), a Series 9/10 (General Securities Sales Supervisor), a Series 63 (Uniform Securities Agent), a Series 65 (Uniform Investment Advisor), and a life, accident and health, and variable products representative.

In his free time, Wilson enjoys tennis, golf and DIY projects around the house. He is a member of Christ United Methodist Church.