Case Wilson, Financial Advisor located in Scottsdale, AZ

Financial Advisor
Case R Wilson

CFP®
16700 N Thompson Peak Parkway, Suite 150, Scottsdale, AZ 85260opens in a new window
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Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Employee Stock Options

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Team Members

  • Mackenzie Bruns
    Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(480) 607-8139

Fax

(877) 515-3169

Office Address

16700 N Thompson Peak Parkway
Suite 150
Scottsdale, AZ 85260opens in a new window

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