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WILSON FINANCIAL
SERVICES
"Guidance with Integrity"
We keep it simple by focusing on educating your family in a way that is easily understood. Our goal is to help you learn and understand your options so that you will be able to make informed decisions for your unique situation right from the start.
Securities offered through GWN Securities, Inc., Member FINRA/SIPC. 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. Wilson Financial Services and GWN Securities, Inc. are separate companies.
RETIREMENT PLANNING SERVICES
Securities offered through GWN Securities, Inc., Member FINRA/SIPC. 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. Wilson Financial Services and GWN Securities, Inc. are separate companies.
COMPLIMENTARY CONSULTATION
Since founding our business, we have provided our clients with a complimentary consultation to help design a budgeting and saving plan for their unique future using methods we have learned as financial professionals. If you'd like to know more, please contact us.
INVESTMENTS AND LIFE INSURANCE
Our clients' needs are priority, and we believe that education as well as a plan is equally important for a successful financial future. We want our clients to understand the products they are using. Every situation is unique, and we believe having a firm understanding of their own plan helps clients become confident in their future and the steps they are taking to get closer to their goals. So book an introductory meeting today to learn more about how we can work together to accomplish your goals.
WENDI L. WILSON
Financial Professional
903-474-8701
wilsonfinancial@gwnsecurities.com
ABOUT ME
Wendi L. Wilson, Registered Representative of GWN Securities, Inc.,
https://brokercheck.finra.org/
I'm a professional financial representative, but I, also, have the heart of a teacher. My goal is to "shed light on" and simplify a subject (investments) that most people find difficult to understand. I will help fit your investments into your life, consider tax implications and changes in legislation while educating you so that you understand what you're investing in and why.
Since I am an independent agent, I do not work for any insurance company or investment company; therefore, I am able to research information and offer a variety of products for my clients. I will offer reliable customer service and competitive products while educating and supporting my clients on their way to financial wellness.
I am married to my husband and best friend of 38 years. We have been blessed with our 4 children and 2 amazing ones by marriage. We, also, have 7 grandchildren that we love and enjoy so much.
My previous profession was that of a high school teacher which has served me well in helping to educate others in finances. In fact, that career has taught me to break down concepts for my clients in ways that are easier to understand. Last but not least, I'm a Christian, and my faith in Jesus Christ is, without a doubt, most important to me. My paramount goal in life is to bring others to Him through the life that I live in Christ.
At WFS, I want to bring clarity to finances so that clients understand, are empowered and successful in their finances.
If you'd like to learn more, please contact me today for a free initial consultation.
I'd love to help you!
John 1:5
"The light shines in the darkness, but the darkness cannot overcome it."
Securities offered through GWN Securities, Inc., Member FINRA/SIPC. 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. Wilson Financial Services and GWN Securities, Inc. are separate companies.
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