Allison Wilson bio headshot
Allison Wilson, CFP® Financial Advisor

Allison Wilson is a Certified Financial Planner™ Professional and holds Series 7 and 66 licenses. She joined Community Wealth Advisors as a financial advisor in 2020 after spending 20 years in the field of education where she focused on serving students with disabilities. She holds a Bachelor of Arts degree from the University of North Texas (2000) and Master of Education degree from Texas A&M-Commerce (2006).

Allison has lived in Texas her entire life. Originally from Odessa, she moved to Wylie in 2001. Allison and her husband, Brian, married in 2016. Together they have three children, Carley, Brayden and Rhys. Allison enjoys supporting her kids in their activities, music, and traveling. She and her family are active members at The Cross Church in Wylie.

Allison is knowledgeable, organized, and personable. She connects with her clients with the intent that each one will have an experience of unmatched service while working together to determine how unique needs can be met and personalized goals can be accomplished.

Texting-only: 972-845-8844

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.