Hi, I’m Keith. I have been assisting individuals and the business community in the financial services area since 1989. My top priority is putting my client’s needs above my own while exploring their various investment options and financial goals.
I have 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. My 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 to help guide them through any financial obstacles that they may encounter.
In December of 1988 I graduated from the University of North Carolina at Greensboro with a degree in Communications. My financial services career started immediately with a local firm and within three years I made the decision to branch out and start Wilson Financial Advisors. I welcome the opportunity to discuss your financial needs and the possibility of providing options to you.
I grew up in Greensboro, married and raised three children here. My family enjoys visiting the coast and am a dog lover!!! You may encounter a dog or two when visiting the office!