About Philip Wilson

Philip Wilson has been a practicing financial advisor helping people make better financial decisions since 1989. Philip is a graduate of U.A.B. with a bachelor in Mathematics. He has a number of professional certifications in areas of estate planning and long term care planning.

One certification (CSSCS) is earned by advisors who have demonstrated expertise in planning for Social Security. As of 8/16, Philip was the only advisor in the state of Alabama with this certification and one of less than 25 across the country. Philip lives with his wife Rhonda, who raises their two children in Homewood. He is a son of a Baptist minister and author of “God Honoring Finances" and "Finding Peace in Life's Storm", both available at Amazon and Books-A-Million.



Investment Advisor Representative of Investment Advisors, a Registered Investment Advisor and division of Proequities, Inc. securities offered through ProEquities, Inc. a Registered Broker-Dealer, Member FINRA and SIPC Wilson Financial Group is independent of ProEquities.


Please be advised that Philip Wilson holds Series 6, Series 7 and Series 63 registrations in AL, GA, MS. For residents of other states in which registration is not held, proper registrations must be obtained by Philip Wilson before proceeding further, and any requests for information or service may be delayed. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.


Check the background of this investment professional on FINRA's BrokerCheck.