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David G Wilson, Private Wealth Advisor serving the Webster, TX area - Ameriprise Advisors

David G Wilson

MBA, CFP®, CEP®, APMA®

Private Wealth Advisor

President of
Wilson Wealth Advisors
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 22 reviews

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
  • Retirement Income Strategies
  • Investments
  • Saving for Education
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Interests

  • Our weeks are filled with activities for our three daughters. Whether it's soccer, gymnastics, swim or theater, there's always something going on.
  • We enjoy spending time with friends and family on the weekends.
  • We tailgate at all the Houston Texans home games... and an occasional away game.
  • I love teaching my girls to wakesurf and waterski. We spend several weekends on Lake Houston together.

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2021-2022
  • Forbes Best-in-State Wealth Advisors, 2021-2022
  • Wilson Wealth Advisors, Ameriprise Client Experience Award, 2020-2021
  • Ameriprise Circle of Success, 2010 - 2021
  • Five Star Wealth Manager, 2013-2021

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CEP® Certified Estate Planner™
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • M.B.A. - Finance and Investments, University of Houston at Clear Lake, 1996
  • B.S. - Civil Engineering, Clemson University, 1994

Previous experience

  • Financial Anaylst, Quality Tubing, 1997-2000, Houston, TX
  • Private Wealth Advisor, Ameriprise Financial Services, LLC, 2000-Present, Webster, TX

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Community participation

Bringing food and supplies to Bay Area Turning Point on June 7, 2021
Bringing food and supplies to Bay Area Turning Point on June 7, 2021

My family attends Clear Creek Community Church - Friendswood Campus and The Woodlands Church - Atascocita Campus (some weekends).

As a family, we actively volunteer at our daughters' schools in FISD.

Annually, I organize an event to help feed America where family, friends, and clients volunteer at the Houston Food Bank to package and distribute food items to those in need.

I also volunteer with Bay Area Turning Point with the help of my practice staff and client participation.