Have your plans for retirement changed lately? Do you know how much money you’ll need each month in retirement? Has your employment situation changed? Have you thought about your insurance needs? By looking at the big picture now, we can help you make sure you’ll spend retirement on your terms and with as few surprises as possible.
There are so many questions surrounding the topics of building wealth, retirement and income distribution, social security, wealth protection and college savings. Having a personal relationship with a financial advisor you trust can make a significant difference as we work to make these complex topics easier to understand.
I became a financial advisor with Edward Jones in order to serve families in a deep and meaningful way. Our financial health determines so much of our life's trajectory and it is an honor to help my clients organize, plan, protect and transfer their wealth.
I have lived in Lincoln City since 1995. I met Daron, my spouse, in 1998 and we married in 2004. Between us we have five sons and ten grandchildren. Time away from the office is spent enjoying quality time with family and friends, travelling, reading books and watching movies. I serve my community as a board member of the North Lincoln Hospital Foundation and the Siletz Bay Music Festival, as an Auxiliary Communications Service volunteer with the Lincoln County Sheriff's office and as a member of our local Kiwanis Club.
I am inspired every single day by the people I'm so lucky to work with and meet. My senior branch office administrator, Michelle Rose, and I strive each day to provide the most ideal client experience that we can. We are so fortunate to be able to serve the community and are eager to help more people.
As a financial advisor with Edward Jones, I am blessed to be able to build a business while serving people and a community which I care for deeply. I am not only passionate about helping people meet their financial goals, but also uncovering other goals they may not have otherwise thought possible. I would greatly appreciate the opportunity to serve you and your loved ones. Please contact me to discuss your situation and goals.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Business Retirement Plans
- College Savings
My Personal Interests
- Spending Time with Family
- Movies & Entertainment
Phone NumberWendy C Wilson at (541) 996-6197
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