Wilson joined HB Wealth in October 2017 and is currently a Wealth Advisor. Wilson enjoys working with clients on all aspects of their financial plans but has a particular interest in estate planning as families consider how to pass their wealth to their families and the charities they support.
Before HB Wealth, Wilson spent two years with Dixon Hughes Goodman in Atlanta. There he worked in tax on a wide range of clients including partnerships, corporations, and high-net-worth individuals.
Wilson received his Bachelor’s degree in Business Administration with a major in Accounting from the University of Tennessee at Knoxville and his Master’s in Accounting from the University of Tennessee at Chattanooga. He is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER® professional.
Wilson lives in Nashville, TN with his wife Anna, their son Eli, and their daughter Lucy. In his spare time, he enjoys golfing, coaching youth sports, and visiting family and friends.