portrait of Wendy C Wilson
FINANCIAL ADVISOR

Wendy C Wilson

AAMS™, CRPC™
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • College Savings

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Movies & Entertainment
  • Photography
  • Reading

Team Members

  • Michelle Rose
    Sr. Branch Office Administrator

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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 09:00AM - 02:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(541) 996-6197

Fax

(888) 288-7602

Office Address

2015 NW 39th Street Suite 303
Lincoln City, OR 97367opens in a new window

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