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Timothy W
Series 63, Series 65
Mechanicville, NY
Wilson Advisors, LLC
Timothy Wilson is a financial advisor at Wilson Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Goldman Sachs Wealth Services for seven years. Wilson has led his independent advisory practice since 2007. Wilson Advisors, LLC serves senior corporate executives and high-net-worth individuals by providing comprehensive financial counseling focused on tax and estate planning, retirement and cash-flow modeling, and coordinating with external professionals. The firm emphasizes tailored financial planning rather than portfolio management, offering analyses and recommendations while outsourcing execution and custody.
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