J. Randall Wilson
rwilson@wilsonfinancial.com

Randall started Wilson Financial Group in 1987 to help individuals and businesses pursue and achieve long-term financial security. Randall uses a process that coordinates the three phases of the Wealth Management process; Accumulation, Protection, and Distribution.

Randall's 24 years of experience provides a strong foundation for assisting individuals in the management of their personal and retirement assets. This same experience and foundation helps Trustees for employer-sponsored retirement plans to effective manage their fiduciary responsibility.

Randall achieved the CERTIFIED FINANCIAL PLANNER^TM certification in January 2001. He also holds the Accredited Investment Fiduciary (AIF^®) designation and a FINRA Series 7 securities registration. He has a BS degree in accounting and was a practicing CPA from 1981 to 1986. He also holds a master's degree in financial services with an emphasis in retirement planning strategies, investment advisory services, and business and estate planning.

Randall has conducted Continuing Education Workshops for CPAs and held other public workshops covering investment and retirement planning. In addition to his professional endeavors, he is a former Rotary Club president, and works with several nonprofit organizations in the Nashville and Middle Tennessee area.