portrait of Aubrey Wilson

About Aubrey

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. My primary aim is to help individual investors develop strategies geared toward their unique, long- term goals and to partner together to accomplish them.

It's important for me to deeply know each of my clients so I look forward to earning the opportunity to work with you by using my established process early-on in our journey together. I will spend the majority of our first meeting asking pertinent questions to understand your priorities before compiling a...

Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Sustainable investing
  • College Savings
  • Insurance & Annuities

Education

  • Sonoma State UniversityBachelor of Arts

Personal Interests

  • Mountain Biking
  • Hiking
  • Spending Time with Family
  • Home Improvement
  • Volunteering

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

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