Jack Wilson

Financial Planning Associate @Centerline Wealth Advisors

Louisville, KY, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2025 — Present

Financial Planning Associate @Centerline Wealth Advisors

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Louisville, KY, US

EDUCATION

2016 — 2017

Coastal Carolina University

International Relations and National Security Studies

2018 — 2020

Western Kentucky University

BA Economics, Business Administration and Management, General

2020 — 2021

Gordon Ford College of Business at Western Kentucky University

Master of Business Administration - MBA, Business Data Analytics

ABOUT JACK WILSON

After building a successful financial practice with New York Life and NYLIFE Securities LLC, I have decided to transition into a leadership position within the Kentucky General Office. In this new position, I can now make a greater impact in our community by leading and developing a team of Financial and Insurance Professionals. I have a passion for investing my experience and knowledge into helping others build their own financial practices. I specialize in developing young professionals and former athletes into successful financial professionals. I also look forward to inspiring others to one day make this same transition into a management position with our Fortune 100 Company.New York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career. Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those want to take this path. The opportunity: We are seeking talented people to join our team of professionals. Our nationwide team consists of individuals who are leaders in insurance, financial, estate, personal and business planning. Description of activities and responsibilities: As a licensed agent one will be responsible for scheduling appointments, meeting with clients, analyzing clients information making product recommendations and providing ongoing service. If you are interested in becoming a financial services professional, please contact me at: j•••••••@newyorklife.comNew York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation

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Jack Wilson — Financial Planning Associate at Centerline Wealth Advisors in Louisville, KY, US | Unifers