I joined the Wilson Financial Group team full-time as a Junior Associate in June of 2022. Prior to working at the firm, I graduated from Campbell University, where I majored in trust and wealth management and minored in financial planning.
Since beginning my career in the financial services industry, I have obtained my North Carolina Life, Accident and Health or Sickness, and Medicare Supplement and Long Term Care licenses. I have also acquired the NAPA CPFA® (Certified Plan Fiduciary Advisor®) designation*. I am currently working towards obtaining my Series 7 securities license as well as my CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.
I am proud to be a native of Mount Holly, North Carolina. When I am not providing my clients with a warm and inviting experience, I am an avid golfer, and I enjoy getting onto the course any chance I get.
*Garrett Wilson maintains the CPFA certification and only provides administrative services to Cambridge Investment Research planners and professionals. Garrett is not registered with Cambridge Investment Research, and not licensed to provide brokerage, investment advisory, or financial planning services to a Cambridge Investment Research client.