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.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.