Top financial advisors in Wilson, NC
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Wilson, NC when you're navigating life changes like a new job, home purchase, or planning for retirement in a growing community. A common mistake is overlooking how local tax rules and economic trends affect your financial plan.
- Local tax insight. Confirm how they incorporate North Carolina's flat income tax into your strategy to avoid surprises.
- Growth area expertise. Ask how they adjust plans for Wilson's rapid population growth and its impact on housing and investments.
- Experience level. Look for advisors with a solid track record who can guide you through complex financial decisions with confidence.
- Firm size considerations. Understand how working with advisors from large firms versus independent ones might influence your service and options.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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John A
Series 66
Wilson, NC
Thrivent Investment Management
John Ausley, based in Wilson, NC, offers expertise in business ownership considerations and operates within the large firm Thrivent Investment Management, which provides dedicated planning services including retirement, tax, and estate planning. His approach includes holistic, goal-based analyses, distinguishing him from advisors who may not separate planning from managed-account services.
Experience: 3 years
Avg account: $162,801
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Adam W
Series 63, Series 65
Wilson, NC
Fidelity
Adam Ward offers expertise in retirement and income planning, along with cash flow and budgeting strategies, making him well-suited for clients in Wilson, NC navigating life changes. His seven years of experience and role at Fidelity, a large firm, provide access to extensive resources and structured financial solutions, distinguishing him from advisors at smaller firms in the area.
Experience: 8 years
Avg account: $234,793
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Tom B
Series 63, Series 65
Wilson, NC
Equitable Advisors
Tom Bardin Jr. offers deep expertise in retirement income strategy and Social Security optimization, making him well-suited for Baby Boomers in Wilson, NC planning for retirement. With 44 years of experience at Equitable Advisors, a large firm serving high-net-worth clients, he provides a hybrid advisory approach and flexible fee structures, distinguishing him from advisors at smaller firms or with less specialized retirement focus.
Experience: 44 years
Avg account: $570,841
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Michael W
Series 66
Wilson, NC
Ameriprise
Michael Wetherington specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement in Wilson, NC. With 13 years of experience at Ameriprise, a large firm offering comprehensive advisory and insurance solutions, he provides tax-efficient withdrawal strategies and personalized recommendation reports, distinguishing him from advisors at smaller firms.
Experience: 13 years
Avg account: $471,167
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Sheila H
Series 63, Series 65
Wilmington, NC
Wells Fargo Clearing
Sheila Hernandez Calzada offers financial advice in Wilson, NC, supported by her Series 63 and 65 credentials and affiliation with Wells Fargo Clearing, a large firm known for retirement plan consulting and an IPS-driven approach. Unlike some advisors, she serves high-net-worth clients with a flat-fee structure and access to diverse investment options, including insurance vehicles and bank deposit sweeps, which may suit those seeking comprehensive retirement planning.
Experience: 1 year
Avg account: $475,575
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