portrait of Brett Wilson

About Brett

Every year, I gain a deeper understanding of the phrase, "Time flies." For me, as a husband and father of three, spending that fleeting time with my family is crucial to me. Recognizing what's important to me led me to begin each relationship with a conversation to learn what's important to you – your purpose. Using our tools, I document your strategy and regularly review it with you to help ensure you're on track, while helping navigate life's financial challenges. Over the past 14 years, my inspiration and some of my most treasured memories are of my clients achieving the...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Portfolio Reviews

Work History

  • Edward JonesMay 2010 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • U of Southern Miss-HattiesburgBachelor of Arts

Team Members

  • Gretchen Hinton
    Sr. Branch Office Administrator
  • Kathy Milford
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 03:00PM
Tue 08:00AM - 03:00PM
Wed 08:00AM - 03:00PM
Thu 08:00AM - 03:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

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