portrait of Joel Wilson
FINANCIAL ADVISOR

Joel Wilson,

CFP®, CEPA®
410a SE 3rd St Suite 102 Lees Summit, MO 64063 opens in a new window
Call Send Me a Message

Focus Areas

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

Personal Interests

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

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

Office Hours
WeekdayAvailability
Monday 08:00AM - 04:00PM
Tuesday 08:00AM - 04:00PM
Wednesday 08:00AM - 04:00PM
Thursday 08:00AM - 07:00PM
Friday 08:00AM - 04:00PM
Saturday By Appointment Only
Sunday By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Fax

(888) 546-8340

Branch Team

  • Crystal Spire
    Sr. Branch Office Administrator

Office Address

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

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