“Looking back now, this career probably began
at the kitchen table at age seven.”
I invested the allowance I had saved, about $20, in a share of Northwest Airlines. I remember I had a tough time deciding between Northwest and Disney. After settling on Northwest, based on my experience flying on the then busy airline, I “invested” in the stock with help from my Dad “acting as the market”. Three weeks later I made about $100 profit, thanks to a hostile take-over bid. In this case I was lucky rather than good, but for a seven-year-old this was an experience that would help shape the rest of my life. At sixteen I opened my own personal brokerage account and at eighteen I started contributing the maximum IRA contribution allowed using my summer job earnings.
This career path was underscored when as a college Freshman after extensive research I purchased NE stock and tripled my investment in six months. By Sophomore year I had added a second major in Financial Management to my Accounting degree. After graduation I worked as a Financial Advisor for Morgan Stanley, where I graduated from their Advisor Training Program in the top 1% of my peer group and was personally recognized by top firm management at the New York City headquarters. After a little over three years there I was recruited by Merrill Lynch, where I was
later recognized in the top 10% of my peer group in the firms “Winners Circle” event in 2007. In February 2009 I started Wilson Wealth Management. As an independent advisor I retain access and information available to advisors at the big brokerage firms through relationships with companies like TDA, Morningstar, Blackrock, American Funds and many others. But I now have additional access to smaller boutique firms and product offerings that maybe unavailable at the largest Wall Street firms due to size restraints. I work for and on behalf of my clients and their best interests, not a firm that I represent.
“Our process starts with carefully guided conversation that engages, challenges, and nurtures
individuals to tune out noise, identify goals, then build a plan to achieve them.”
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Wilson wealth management 