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portrait of Brad Wilson
FINANCIAL ADVISOR

Brad Wilson

CFP®, AAMS™, CRPC™
250 Sharron Dr, Woodway, TX 76712opens in a new window
Client by Referral
Serving clients with $1,000,000
CallSend Me a Message

About Brad

I was born in Waco, Texas, in 1976, and graduated from Baylor University in 1999 with a Bachelor of Business Administration degree majoring in finance. I have earned the professional designations and certifications of AAMS™ in 2004, CRPC™ in 2006 and CFP® in 2011.

I began my Edward Jones career in 1999 as a financial advisor and became a limited partner with the firm in 2007. In 2008, I relocated from Hillsboro, Texas, to Waco, Texas, to serve my hometown. I have served in various leadership positions and recruited more than 20 financial advisors to the firm.

Our team best serves business...

Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies

Work History

  • Edward JonesMay 1999 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Baylor UniversityBachelors

Personal Interests

  • Hunting
  • Camping
  • Golfing
  • Sports Enthusiast

Team Members

  • Lisa Huggins
    Associate Financial Advisor
  • Jenni Byrne
    Sr. Branch Office Administrator

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 - 04:00PM
Sat Closed
Sun Closed

Phone

(254) 776-4337

Fax

(888) 636-4602

Office Address

250 Sharron Dr
Woodway, TX 76712opens in a new window

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