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portrait of Alana Wilson
FINANCIAL ADVISOR

Alana Wilson

ChFC®, RICP®, AAMS™, AFFP®
1658 W 9th St, Winona, MN 55987opens in a new window
CallSend Me a Message

About Alana

I love the personalized approach that is so ingrained in the Edward Jones philosophy of how financial advice should be delivered. Even in today's high-tech world, people crave human interaction and machines cannot do what humans can – and that is to care, to empathize and to be there in times of great joy and great concern. I have been with the firm since 2006 and the relationships I have developed are what set me apart from an 800 number.

I strive to understand each client's circumstances and what makes them and their situation unique which allows me to customize a...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • New Investors
  • Estate & Legacy Strategies
  • Wealth Strategies

Work History

  • Edward JonesFebruary 2006 to Current

Certifications

  • ChFC®

    Chartered Financial Consultant®

  • RICP®

    Retirement Income Certified Professional®

  • AAMS™

    Accredited Asset Management Specialist™

  • AFFP®

    AFFPUSA

Personal Interests

  • Aviation
  • Pets
  • Skydiving
  • Traveling

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(507) 615-0470

Fax

(877) 242-1469

Office Address

1658 W 9th St
Winona, MN 55987opens in a new window

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