Loretta Wilson

Loretta Wilson

Wilson Wealth Management LLC

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: No minimum required

Minimum client income required: No minimum required

Title: Independent Investment Advisor

Offering advice since: 1986

Areas of focus:

  • Annuities
  • Divorce planning
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Portfolio Management
  • Real Estate
  • Retirement Planning
  • Securities
  • Stocks and Bonds

Further information about Loretta Wilson:

As a doctor of economics, Dr. Wilson has a solid understanding of the global economy and how it impacts our investments. As an "independent" financial advisor, she has no proprietary products to sell and thus is able to focus on the needs of each client.

Compensation and Fee Structures:

fee-only, fee-based, % of assets

Licenses, Certifications & Affiliations:

Series 7, 6, 63 and 65

Education:

Ph.D. in Economics, University of MA, Amherst
M.A. in Economics, University of Toronto
B.A. in Economics, San Jose State Univ., CA

Will provide references upon request?

Yes


Further information about Wilson Wealth Management LLC:

Wilson Wealth Management LLC

(Size of firm: 0-9 advisors)

All securities are sold through Money Concepts International, LLC, providers of financial services since 1979. 11440 North Jog Road, Palm Beach Gardens, FL 33418.


Contact Information for Loretta Wilson

Phone: 843 654 1888
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Fax: 843 654 1880

Address for Loretta Wilson:
228 Cooper River Dr
Mount Pleasant, SC, 29464

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