Advisor profile


My approach

Arlene Wilson - My approach photo

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Arlene Wilson - My approach photo

Areas of focus

  • Women's Financial Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CDFA®; Certified Divorce Financial Analyst®

Education

  • Bachelor of Science, Temple University

Interests

  • Ballroom Dancing
  • Dogs and Dog Shows, in particular Keeshonds
  • My Four Grandchildren: Avery, Carter, Rebecca and Seth.

Community participation

  • Jewish Family Services of Delaware - Past President
  • Jewish Federation of Delaware - Co-Chair of Women's Philanthropy. Board Member, Legacy Committee, and Investment Committee
  • Leadership Council of the Jewish Federation of Delaware - Member
  • Albert Einstein Academy - Special Friends Award Recipient
  • Community Leadership Institute, Jewish Federation of Delaware - Participant
  • Dale Carnegie Institute - volunteer graduate assistant
  • Keeshond Club of America and Keeshond Club of Delaware Valley - Member
  • Paws for People - Therapy Dog and Reading Volunteer
  • Limen House Amethyst Ball Committee Member