Wilmer Financial
Owner and Partner Experienced Financial Advisor
- Role
- Senior Wealth Manager at Creativeone Wealth
- Location
- Pensacola, FL, US
- LinkedIn followers
- 500 followers
About Wilmer Financial
I am a Dedicated Financial Advisor. I am committed to helping clients understand and meet their financial goals through personalized financial strategies, portfolio reviews and rebalancing and insurance analysis.
Experience
Senior Wealth Manager
Nov 2022 — Present · Pace, FL, US
As a fiduciary, I act in the best interest of my clients with a personalized strategic plan to help them reach their financial goals. I carefully guide decision-making for portfolio management, estate planning, tax minimization, risk management, budgeting, generational wealth education, charitable giving, socially responsible investing, and asset purchases.
Education
Coastline Community College
Associates of Arts, Business Administration
2007 — 2010
Southern Illinois University, Carbondale
Work Force Education, Education and Training
1999 — 2011
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