Scott Wilson
Financial Advisor helping clients with custom solutions to help with retirement income planning, insurance protection, business succession planning, estate planning, and other financial needs.
- Role
- Financial Services Professional at NYLIFE Securities LLC
- Location
- Albuquerque, NM, US
- LinkedIn followers
- 500 followers
About Scott Wilson
After nearly 30 years in non-profit and ministry work, I now offer a variety of services that can help you meet a number of insurance and financial needs, including, but not limited to retirement income planning, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.In addition to a Financial Advisor offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Advisor, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products and services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.Neither Peak Financial Services LLC, nor New York Life Insurance Company, or its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.Peak Financial Services LLC is not owned or operated by New York Life Insurance Company or its affiliates.I am not licensed in all jurisdictions.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.6565 America\'s Parkway #300Albuquerque, NM 87••••••••89CA License #44•••26
Experience
Financial Services Professional
Sep 2022 — Present
Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
Education
John Brown University
Bachelor of Science - BS, Broadcasting
1990 — 1994
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.