A. Rhodes  Wilson,  CFP<sup>&reg;</sup> - Financial Advisor

A. Rhodes Wilson, CFP®

EA,MBA,ChFC

A. Rhodes Wilson

99 Lantern Drive, Suite 201B
Doylestown, PA 18901
(215) 766-8500

General

A. Rhodes Wilson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at A. Rhodes Wilson in Doylestown, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CASL, EA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources