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:
- 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
- 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
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?
Further information about 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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