Tad Wilson
Managing Partner @North Bend Wealth Management
Signup · Get unlimited contacts
WORK HISTORY
Managing Partner @North Bend Wealth Management
Vienna, WV, US
With 38 years of experience in financial services, I am dedicated to helping individuals, small businesses, and institutional clients. Over the years, I have experienced major shifts in the markets. This experience enables me to help clients structure customized portfolios to address their specific financial goals. The launch of North Bend Wealth Management, alongside my partner, Marc DeCicco, allows me to provide broader investment options, improved technology and high touch service with the support of LPL Strategic Wealth Services.
EDUCATION
West Virginia University
MBA, Finance
Marshall University
Bachelor of Arts (BA), Finance
SKILLS
ABOUT TAD WILSON
Life takes us down different paths and each path requires a different strategy. At North Bend Wealth Management, our clients receive our undivided attention- from planning to implementation and staying in touch. We take a holistic approach when developing your plan so that you are prepared throughout the twists and turns of life. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.