Samuel Wilson

About Samuel Wilson

Samuel Wilson’s extensive record of accomplishment as a financial, business, and tax advisor serving churches and non-profit organizations makes him a leader in his field. With more than 24 years’ accounting and auditing expertise, Mr. Wilson has successfully assisted churches with compiling financial reports, obtaining financing, and designing and implementing internal controls, among other things. Wilson also guides his clients in effective financial strategies, long-term planning, and protection services. He is held in high regard for his ability to offer key recommendations ensuring appropriate goals are established and achieved.

Experience

1. Co-founder

   Premier Advisory Group Llc

   Jan 2013 — Present · Bridgeport, CT, US

   Prior to co-founding Premier Advisory Group LLC in 2013, Wilson contributed as a member of Barnum Financial Group, an office of MetLife during which time he served the investment and protection needs of individuals and families, as well as, corporations and their employees to provide education and benefits programs. During his tenure Wilson partnered with internal analysts to proactively educate and consult with clients on a wide array of financial strategies and disciplines.

Education

• Sacred Heart University

  Bachelors of Science

Skills

• Financial Audits
• Financial Modeling
• Life Insurance
• Managed Money
• Quality Auditing
• Entrepreneurship
• Executive Financial Management
• 401k Rollovers
• Money Management
• Investments
• Accounting
• Managerial Finance
• Start-Ups
• Investment Properties
• Leadership
• Auditing
• Corporate Finance
• Financial Risk Management
• Tax
• Internal Audit
• Insurance
• Internal Controls
• Investment Strategies
• Real Estate Financing
• Strategy
• Investment Banking
• Financial Reporting
• Management Consulting
• Financial Analysis
• Mortgage Servicing
• Financial Markets
• Mortgage Banking
• Stock Management
• Business Valuation
• Public Relations
• Cost Saving Initiatives