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Dee Wilson, Financial Advisor serving the Bloomington, IL area - Ameriprise Advisors

Dee Wilson

Financial Advisor

Wilson & Associates
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 4 reviews
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Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Sustainable and Responsible Investing
  • Estate Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Wealth Preservation Strategies

Education

  • Bachelors and Masters degrees from Illinois State University, Normal, IL

Community participation

  • The Penguin Project of McLean County (penguinprojectmclean.org)
  • SOAR program - Special Opportunities in Area Recreation. S.O.A.R. (Special Opportunities Available in Recreation) | Bloomington IL | Facebook
  • Kiwanis Club of Bloomington
  • Women Empowered
  • Wishbone Canine Rescue

Interests

  • Serving my community through involvement with the Penguin Project of McLean County, SOAR(Special Opportunities in Area Recreation), the Kiwanis Club of Normal and Women Empowered is a passion!
  • I enjoy travel, both in the United States and abroad. Learning about others is a way to understand our differences and perhaps see that we are more alike than different.
  • Family is first and foremost, my greatest pleasure is being with family.

My photos

5 albums
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Dee Wilson may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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