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Brad Wilson

FINANCIAL ADVISOR

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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, C...... Show More
Location & Business Hours
Wednesday
08:00AM to 05:00PM
Thursday
08:00AM to 05:00PM
Friday
08:00AM to 04:00PM
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About
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 owners, investors who have had sudden wealth events and clients preparing for or in retirement who wish to consolidate assets of at least $1,000,000. We enjoy partnering with clients and their tax and legal advisors to help create unique purpose-driven goals and strategies formed by their individual values and ideals. We most enjoy the life-long personal relationships we are able to develop with our clients.My wife, Kendra, and I have three children: Colton, Kenley and Alana. I have served the community through volunteering with Kids Hope USA, Midway Little League, Lions Club, Ducks Unlimited, the American Cancer Society, Waco Warriors Foundation and multiple church committees, and I serve on the board of Legacy Family Ministries. Away from the office, I enjoy coaching and attending my kids' sporting events, hunting, playing golf and traveling.
Specialities
Entrepreneurs & Business Owners
Wealth Strategies
Intergenerational Planning
Estate & Legacy Strategies
Retirement Savings Strategies
Retirement Income Strategies
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FAQs
Here are some Frequently Asked Questions about Brad Wilson
What organization is Brad Wilson associated with?
Brad Wilson is associated with Edward Jones.
What is Brad Wilson’s work email address?
Brad Wilson’s professional email address is b*********n@e**********.com. You can also email Brad Wilson by clicking on the contact Brad Wilson.
Where is Brad Wilson based out of?
Brad Wilson’s primary location is Woodway, TX.
What is Brad Wilson's phone number?
Brad Wilson's phone number is (254) 776-4337
What is Brad Wilson's title??
Brad Wilson is a FINANCIAL ADVISOR.