Joel Wilson, Financial Advisor

FINANCIAL ADVISOR
Joel Wilson

CFP®, CEPA®
192 NW Oldham Pkwy, Lees Summit, MO 64081opens in a new window
Client by Referral
Serving clients with $100,000
CallSend Me a Message

Focus Areas

  • Charitable Giving
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

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

Send Me a Message

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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 - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(816) 554-3128

Fax

(888) 546-8340

Office Address

192 NW Oldham Pkwy
Lees Summit, MO 64081opens in a new window

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