Keith I. Wilson, CLTC

Keith I. Wilson, CLTC

LPL Investment Advisor Representative

Keith has been assisting individuals and the business community in the financial services area since 1989.  His top priority is putting his client’s needs above his while exploring their various investment options.  

He has had the good fortune of working with wonderful individuals and families to provide them with an understanding of the financial concepts behind insurance, investing, retirement, estate planning and wealth preservation. Keith's concentration is assisting pre-retirees and those already in retirement by enabling them to feel comfortable knowing that they have a "coach" along the way and help guide them through any financial obstacles that they may encounter.

In December of 1988 Keith graduated from the University of North Carolina at Greensboro with a degree in Communications.  His financial services career started immediately with a local firm and within three years he made the decision to branch out and start Wilson Financial Advisors.  He welcomes the opportunity to discuss your financial needs and the possibility of providing options to you.

Keith grew up in Greensboro, married and raised his three children here.  The family enjoys visiting the coast and making room in their home for 4 dogs.  You may encounter one of the visiting dogs when at the office.


Phone (336) 285-7440