portrait of Joel Wilson
FINANCIAL ADVISOR

Joel Wilson

CFP®
CallSend Me a Message

Focus Areas

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

Certifications

  • CFP®

    Certified Financial Planner™

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Fishing
  • Golfing

Team Members

  • Crystal Spire
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 07:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(816) 554-3128

Fax

(888) 546-8340

Office Address

410a SE 3rd St Suite 102
Lees Summit, MO 64063opens in a new window

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