Investment Advisor Representative
With the rush of technology that is upon us today and the incredible amount of resources out there, how do you navigate the river of information? More than anything you need someone you can trust to give you not only accurate information but put your needs before their own.
Hello, I’m Chris Wilson and I’ve been in the financial services industry for 23 years. I attended Adrian College. Starting out as a bank teller at Fifth Third Bank in Sylvania, Ohio and progressing my way through the banking world, I have been able to learn the value of that trust, building lifelong relationships and providing top notch service. My most recent position was as a Senior Financial Advisor at Huntington Bank overseeing $30 million of client’s valuable assets.
Working through the market complexities of 2008 and 2009 taught me the value of maintaining a diversified portfolio by using all of the resources available to me as an advisor and fiduciary over my client’s assets. Working together to create an investment strategy and adhering to it, while being conscience of a changing market, helped to navigate so much uncertainty and volatility.
When approaching retirement, there are many important decisions that can affect your life 10-20 years from now that have to be made and they can be $100,000+ decisions. You don’t want to stay up at night concerned about your retirement. Let’s design a plan that puts those worries at ease.
My primary goal is to help you understand the complexities of the financial world without stress and confusion. I’m here to equip you with the best information out there that will help you and your family work toward your financial goals.