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Terrell Wilson, Financial Advisor

FINANCIAL ADVISOR
Terrell Wilson

ChFC®, CEPA®
273 Evergreen, Vernon Hills, IL 60061opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Savings Strategies
  • Wealth Strategies
  • Healthcare Professionals

About Terrell

As a Chicago native with over 20 years of experience in financial services, I am dedicated to helping clients achieve their financial goals with a collaborative, tailored approach. My wealth management career began at Merrill Lynch, followed by roles at MetLife and OneAmerica Securities, culminating in a senior vice president position at BankFinancial in Chicagoland before joining Edward Jones.

As a personal commitment to those I serve, I obtained the Chartered Financial Consultant, ChFC®, designation from The American College of Financial Services®. Whether you’re planning for retirement, saving for a child or grandchild’s education, or working toward other financial aspirations, we’ll...

Work History

  • Edward JonesJanuary 2023 to Current
  • American United LifeJanuary 2021 to January 2023

Certifications

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Keller Grad School of MgmtMaster of Business Admin

Team Members

  • Kayleigh Marshall Keenan
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 07:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(847) 327-3166

Fax

(833) 777-6624

Office Address

273 Evergreen
Vernon Hills, IL 60061opens in a new window

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