Jeffrey E. Wilson,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey E. Wilson, CFP®

Managing Partner

Wilson Financial Group, LLC

1325 Satellite Blvd NW, Ste 103
Suwanee, GA 30024
(770) 447-9426


Jeffrey Wilson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wilson Financial Group, LLC in Suwanee, GA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

24, 63, 65

Designations & Certifications


Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Variable annuities

Broker-Dealer Affiliation


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Buying a Home, Career Change, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Disaster Recovery, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Starting a Family, Tangible Assets, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances


Helpful Financial Planning Resources