Kelly Wilson, Financial Advisor located in Auburn, AL

Financial Advisor
Kelly R Wilson

CFP®, ChFC®, CEPA®, AAMS®
660 North College St Suite B, Auburn, AL 36830opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Antiquing
  • Horseback Riding
  • Woodworking
  • Volunteering
  • Spending Time with Family

Team Members

  • Mallory Fields
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(334) 501-8538

Fax

(866) 444-9440

Office Address

660 North College St Suite B
Auburn, AL 36830opens in a new window

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