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

Choosing and Using a College Checking Account

Some tips for parents and college students to consider, whether opening a new checking account or using an old one.

Reviewing Business Structure in Light of Tax Changes

A flat 21% tax rate may seem like a good reason for a pass-through entity to convert to a C corporation, but there are other factors to consider.

The Cost of Caregiving

About 40 million family caregivers in the U.S. provide unpaid care to another adult. Understand the associated financial, physical, and emotional costs.

Guard Against Growing Cybersecurity Threats

A discussion of some specific cybersecurity threats and tips to help small businesses protect their interests from hackers.

More Newsletters →