Wilson Wealth Advisors

Our Mission: We help clients feel more confident about their financial future by delivering quality advice with a premium client service experience from a team of professionals.

Our Core Values: Unity, Integrity, Excellence, Motivation & Advocacy

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Team photo for Wilson Wealth Advisors
Team photo for Wilson Wealth Advisors

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Advisors

Joe Howard

Financial Advisor

Visit Joe Howard's website

David G Wilson

MBA, CFP®, CEP®, APMA

Private Wealth Advisor

Chief Executive Officer of Wilson Wealth Advisors
Visit David G Wilson's website


Team

Allison Bravo

Allison Bravo

Client Service Coordinator

Amanda Bean

Amanda Bean

Client Service Coordinator

Amanda Garcia

Amanda Garcia

Client Service Specialist

Bailey Price

Bailey Price

Client Service Coordinator

Celeste Pacheco

Celeste Pacheco

Client Service Coordinator

Qualifications

  • Associate of Business Administration, San Jacinto College

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Kimberly LeGate

Kimberly LeGate

Executive Assistant,

Financial Planning Assistant

Qualifications

  • Bachelor of Arts, Mathematics &

    Bachelor of Science, Biomedical Sciences - University of Oklahoma, 2007

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Lauren Richards

Lauren Richards

Client Service Coordinator

Lindsey Sharpless

Lindsey Sharpless

Client Concierge

Nichole Symons

Nichole Symons

Operations Specialist

Robin Fischer

Robin Fischer

Client Relationship Manager

Qualifications

  • University of Phoenix BS - Management 2003

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Samantha Deyo

Samantha Deyo

Marketing Manager

Susan E. Richards

Susan E. Richards

Practice Manager,

Chief Operating Officer of Wilson Wealth Advisors

Qualifications

  • Texas State University, BBA - Marketing, 1989
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Xylina Kordish

Xylina Kordish

Operations Director