Tim Wilson, CFP®, CFS
Vice President, LPL Financial Advisor Allen
Tim Wilson is a Vice President for the American National Bank of Texas and Financial Consultant for the Wealth Management Group Division. He has been with American National Bank of Texas since 1998.
Tim states his mission clearly, “To provide exceptional service and up-to-date advice as I assist clients in working toward their specific financial goals.” Tim is an outstanding communicator who is accessible, qualified, experienced and committed to your success.
With many years of professional experience serving high net worth individuals and business owners, Tim has the knowledge and the resources to meet and exceed his clients’ expectations.
Tim was named a Five Star Best in Client Satisfaction Wealth Manager in the August 2011 issue of Texas Monthly Magazine.* He is a Leadership Allen graduate, a former Allen Chamber of Commerce Leadership Steering Committee Board Member and Foundation for Allen Schools’ Board Member and Chairman.
Tim has a Bachelor of Science degree in Economics and Finance from the University of Texas at Dallas, and holds the following professional designations registrations and licenses:
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Certified Mutual Fund Specialist (CFS)
Series 7, 63 and 66 registrations with LPL Financial
Life, Accident & Health Licenses
*The 5 Star Wealth manager is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charge, and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client’s experience.
Securities and advisory services offered through LPL Financial, Member FINRA/SIPC. Insurance Products offered through LPL Financial or its licensed affiliates.
|Not FDIC Insured||No Bank Guarantee||May Lose Value|
|Not a Deposit||Not Insured by Any Federal Government Agency|
American National Bank of Texas and the Wealth Management Group are not registered broker/dealers and are not affiliated with LPL Financial.