Wilson Advisors, LLC is a personal, objective, professional firm, which provides a wide variety of financial counseling services, focusing primarily on senior corporate executives and other high net worth individuals.
Our commitment to our clients is based on a complete and intimate understanding of your goals, values and ideas about the risk and reward involved in each aspect of your planning.
Tim has over 25 years of experience counseling clients and their families on all matters related to their personal financial planning needs. He founded Wilson Advisors, LLC in May 2007 after a career as Senior Vice President of MullinTBG Advisors and as a former partner and financial advisor for The Ayco Company, L.P., a Goldman Sachs company. His responsibilities have included counseling hundreds of individual clients, establishing and maintaining corporate liaison relationships and coordinating with a wide variety of professionals across the financial planning spectrum.
Current designations and licenses include admission to the New York State Bar and NASD Series 65.
Tim received a Bachelor of Science Degree in Accounting in 1989 from LeMoyne College in Syracuse, NY and a Juris Doctorate Degree from Albany Law School of Union University in Albany, NY in 1992.
"I started working with Tim Wilson over 20 years ago. He ensures that I receive professional, comprehensive, objective and yet personalized financial services. No other professional in your life has to know more about you. I have complete trust in Tim."
"Tim Wilson has been our trusted financial advisor for more than two decades. During this time, he has helped plan our retirement strategy while we were still employed, overseen our investments, and now provides counseling on all financial matters in our retirement. Tim is highly competent, knowledgeable and perceptive. Most importantly, he is the most ethical business person we have ever met. He consistently provides good advice that is serving us well. We trust him without reservation."
Our firm is based in the Albany-Saratoga region of NY, although our clients are spread out across the US (currently located in NY, NJ, CT, MA, PA, OH, FL, TX, AZ, CA and AK).
1764 Route 9, #1318, Clifton Park, NY 12065
(714) 397-0396 (cell)
(518) 982-5041 (fax)