Kenneth R. Wilson
Why pick this one
Kenneth R. Wilson provides investment, retirement, estate, and business succession planning across seven southeastern North Carolina counties.
Best for
- Comprehensive retirement and investment planning
- Estate planning strategy coordination
- Business owners planning succession
- Asset allocation and asset protection planning
- Clients needing coordination with tax and legal professionals
Look elsewhere if
- Routine personal banking, customized lending, debt management, or cash-flow planning needs
- Clients seeking documented emergency availability or response times
Specialties
- Estate planning
- Retirement planning
- Asset allocation
- Investment planning
- Business succession planning
Certifications
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65
What makes them different
- Serves New Hanover, Brunswick, Pender, Cumberland, Bladen, Moore, and Columbus counties
- Bachelor of Science in Business Management/Finance from the University of North Carolina at Wilmington
- Wealth Consultant, SVP & ASST SEC
- Uses MoneyGuidePro as First Citizens Wealth's financial planning tool
- Coordinates financial planning with clients' tax and legal professionals
Distilled from this business's own website.
Contact & Location
- Address
- 440 South College Road, Wilmington, NC 28403
- Phone
- 9103971590
- Website
- https://foundation.firstcitizens.com/nc/wilming...
- Kenny.Wilson@firstcitizens.com
Services
- Wealth management
- Comprehensive financial planning
- Investment planning
- Retirement planning
- Estate planning
- Business succession planning
- Asset protection planning
- Tax and legal professional coordination