Jackson Wilson Email & Phone Number

My name is Jackson Wilson, and I am currently an undergraduate student at the University of Tennessee, Knoxville, pursuing a Bachelor of Science in Business Administration with a major in Finance and a collateral in Economics. With a passion for people and a commitment to helping others achieve their financial goals, I am driven to build a career in financial planning and wealth management.Throughout my studies, I’ve focused on gaining a solid foundation in financial principles and economic insights that will allow me to provide meaningful guidance in the future. I am committed to continually developing the knowledge, skills, and industry insights necessary to excel in the financial sector.As I prepare for a future in wealth management, I’m eager to connect with like-minded professionals and mentors who share my dedication to impactful, client-focused financial planning. If you're passionate about helping others succeed financially, I’d love to connect and learn from your experiences in the industry.

• Investment Intern

  Mauney-Pitt Financial Management

  May 2024 - Aug 2024 - Shelby, North Carolina, United States

  • Coordinated with a financial professional to establish tailored portfolio strategies and investment allocations for clients by assessing age, financial goals, and risk tolerance. • Contributed to reviews and meetings for current and prospective clients.• Collaborated with employees to perform administrative tasks such as opening accounts, communicating with our corporate office, and performing buys and sells in the stock market.• Created valuable projects to assist the owner of the company.