Wealth Advisor@ Arrow & Bow Wealth Advisors
Charlotte, North Carolina, United States
Deena Wilson
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Nyack College
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FlashIntel GPTDeena Wilson is a highly experienced financial services professional with 19.5 years of work experience. She is based in the United States and is currently working as a Wealth Advisor at Arrow & Bow Wealth Advisors. Prior to this, she worked as a Senior Financial Service Representative at Foresters Financial Services. Deena is a registered representative with and securities offered through LPL Financial and has a strong background in financial services.
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About
The financial consultants at Arrow & Bow Wealth Advisors are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'See Contact Info' section above. Third Party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which the financial consultants affiliated with Arrow & Bow Wealth Advisors are registered to do business, please visit www.arrowbowwealth.com .
...See MoreWork Experience
Wealth Advisor
Financial Services
Deena Wilson's Professional Milestones
- Wealth Advisor (2018-08-01~): Secured exclusive wealth-raising investments through strategic investment recommendations.
- Senior Financial Service Representative (2004-04-01~2018-08-01): Improving financial operations to achieve optimal efficiency and profitability.
Education
Finance,
Master Of Business Administration,
Masters
2007-2009Skill
Financial Services
Certification
Colleagues
Carly Golias, CDFA®, AIF®
wealth advisor at arrow & bow wealth advisors
Elizabeth Leventis, AIF®
i help entrepreneurs and trailblazers find their way to wealth and wellness
Tamara Stegall Ingold
communications coordinator at arrow & bow wealth advisors
Carla Insinga
Client Service Manager
Scott Ingold
wealth advisor at arrow & bow wealth advisors
Other Named Deena Wilson
Frequently asked questions
We found 2 Deena Wilson's email addresses
We found 1 Deena Wilson's phone numbers
Deena Wilson works for Arrow & Bow Wealth Advisors
Deena Wilson's role in Arrow & Bow Wealth Advisors is Wealth Advisor
Deena Wilson works in the industry of Financial Services
Deena Wilson's colleagues are Carly Golias, CDFA®, AIF®,Elizabeth Leventis, AIF®,Tamara Stegall Ingold
Deena Wilson's latest job experience is Wealth Advisor at Arrow & Bow Wealth Advisors
Deena Wilson's latest education in Nyack College
