Oklahoma City, OK Office

David Wilson is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and over 28 years of industry experience. His career includes roles at VOYA Financial Advisors and Choice Financial Planning, and he has served in the Civil Air Patrol since 2005. Outside of his advisory work, Wilson is involved in aviation organizations, including serving as treasurer for the Experimental Aircraft Association chapter and the Red River Valley Fighter Pilots Association, and he acts as an admission liaison officer for the USAF Academy. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a network of independent advisors. The firm focuses on customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and offers both discretionary and non-discretionary management alongside financial planning and third-party manager referrals.

Justin Echols is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and based in Oklahoma City, OK. He has no prior industry experience but has a 20-year career with the Oklahoma City Police Department and has been active as a jazz pianist and vocalist since 2010. Outside of his advisory role, he continues to perform and engage in music through Oklahoma Jazz Development. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm delivers customized, long-term portfolio management and financial planning through a national network of independent advisers, utilizing mutual funds, ETFs, equities, fixed income, and third-party managers.

Robert Taylor is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and 37 years of industry experience. Prior to joining IAIM in 2017, he worked at Voya Financial Advisors and has maintained roles in insurance and leasing businesses since the mid-1980s and early 2000s. He also serves as an instructor for the Society of Financial Awareness, providing free financial literacy seminars. International Assets Investment Management offers advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm focuses on customized, long-term portfolio management using a range of investment vehicles and also provides access to third-party money managers and financial planning services.