Andrew Wilson is a Certified Financial Planner® with 37 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. Prior to that, he spent 21 years at Lighthouse Wealth Management and five years at First Allied Securities, Inc. Wilson is a partner at Lighthouse Tax Services, LLC, a non-CPA accounting and tax preparation firm, and serves as Vice President of the Toscana HOA in Naples, Florida.
Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, using diversified, risk-class based allocations that combine passive and active management with quantitative, momentum, and fundamental analysis.