Greg Wilson, CFP®
Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 24, 53, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
25 years of professional experience
- VP - Branch Manager, Charles Schwab, 2021-present
- Executive, Financial Planning & Advice, USAA, 2017-2020
- Managing Director, Financial Planning & Advice, USAA, 2009-2016
- Manager, Financial Planning & Advice, USAA, 2006-2008
- Senior Sales Advisor, Financial Planning & Advice, USAA, 2000-2005
Education
- BBA, University of Texas at San Antonio