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

Five Tips to Regain Your Retirement Savings Focus in 2021

This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.

Keeping Cool: Investment Strategy vs. Reaction

This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.

Money Market Funds in a Low Rate Environment

Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.

Consider a Roth Conversion for Tax-Free Income

Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.

More Newsletters →