New York Life

With over 35 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.

 

Ben Gregory joined the Wilson & Associates team in 2014.  He is originally from Oneonta.  He attended Troy University where he graduated with a Bachelor’s Degree in Business Administration and a Minor in Marketing.  Ben has over 10 years of experience in the insurance and financial services world, having stints with both Allstate and Nationwide before he joined Wilson & Associates. 

Ben works with both individual and business clients.  He helps develop strategies for individuals and their families to help protect and grow the assets they have through insurance, retirement, and estate planning.

Ben helps businesses form plans in much the same way from attracting and retaining employees through group benefits, protecting the legacy you have built through insurance, and helping you plan for retirement with business succession and continuation planning.

Since joining Wilson & Associates, Ben has become a member of the Million Dollar Round Table and a member of the 40 Under 40 Insurance & Financial Advisors in the Birmingham area through NAIFA(National Association of Insurance & Financial Advisors) and the Birmingham Business Journal.

Ben is committed to helping his clients reach their goals through a process of ongoing planning and working together based on trust and a common goal.

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

Coping with a Labor Shortage

As small businesses struggle to recruit and retain employees in a tight job market, these tips may help owners meet staffing needs.

HOT TOPIC: Upside Down: What Does the Yield Curve Suggest About Growth?

An inverted yield curve can be an economic indicator along with other factors that contribute to an uncertain outlook for future growth.

Need to Tap Your 401(k)? Proceed with Care

Explore an overview of rules and tax consequences for 401(k) plan hardship distributions and other early withdrawals.

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 →