New York Life

With over 25 years of experience in the insurance and financial services industry, David R. Wilson, CLU®, understands the importance of making the right decisions.  With particular focus in the areas of retirement and estate planning, business continuation planning and employee benefits, he provides his clients with the personalized attention they require as their needs change over time.

David is committed to professional education as a means to better serve and inform clients and has received the industry's Chartered Life Underwriter (CLU®) designation from The American College.  He also has a Bachelor of Science Degree from Auburn University.   In addition, David is a Qualifying & Life Member of the prestigious Million Dollar Round Table (MDRT), an international association of leading financial professionals, recognized as the standard of excellence in the life insurance based financial services industry.

David knows that people want to work with someone who is attentive to their personal needs.  David is committed to providing his clients with the financial strategies that can help meet those needs and their objectives.

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest. 





 

Account Access

View Your Personal Accounts



Personal Folders

Taking a Team Approach to Retirement Savings

Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.

Qualified Longevity Annuity Contracts (QLACs)

Worried your retirement might outlast your savings? A qualified longevity annuity contract could provide an income stream later in life.

SRI Investing: Not Just for Stocks

Find out how individual impact bonds may allow investors to preserve principal and generate income while supporting activities that are important to them.

HOT TOPIC: Keeping an Eye on Corporate Debt

This article looks at credit quality in the corporate bond market and the potential impact on fixed-income portfolios.

More Newsletters →