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Vincent A. Wilson Email & Phone Number

Financial Professional at Avantax Wealth Management℠
Location: Katy, Texas, United States 2 work roles 1 school
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✓ Verified July 2026 3 data sources Profile completeness 100%

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Current company
Avantax Wealth Management℠
Role
Financial Professional
Location
Katy, Texas, United States
Company size
22 employees

Who is Vincent A. Wilson? Overview

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Quick answer

Vincent A. Wilson is listed as Financial Professional at Avantax Wealth Management℠, a with 22 employees, based in Katy, Texas, United States. AeroLeads shows a matched LinkedIn profile for Vincent A. Wilson.

Vincent A. Wilson previously worked as Registered Representative at Tag Securities, Inc - Dallas, Tx. Vincent A. Wilson holds Bachelor Of Business Administration (B.B.A.), Finance, General from Texas A&M University-Commerce.

Company email context

Email format at Avantax Wealth Management℠

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Avantax Wealth Management℠

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Profile bio

About Vincent A. Wilson

As a Financial Professional with Avantax Investment ServicesSM, I am dedicated to helping you build a road map to lead toward your financial objectives and life goals, and ultimately toward financial freedom. I believe in setting long-term goals while positioning yourself to handle short-term set backs. Allow me to help you begin reaching your financial goals with a plan to focus on investment management, retirement planning, and education planning. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC (finra.org, sipc.org). Investment advisory services offered through Avantax Advisory ServicesSM. Please visit www.avantaxwealthmanagement.com/social_policy for more information.

Listed skills include Retirement Planning, Investments, Financial Services, Finance, and 8 others.

Current workplace

Vincent A. Wilson's current company

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Avantax Wealth Management℠
Avantax Wealth Management℠
Financial Professional
oldenburg, niedersachsen, germany
Website
avantax.de
Employees
22
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2 roles

Vincent A. Wilson work experience

A career timeline built from the work history available for this profile.

Financial Professional

Current
Avantax Wealth Management℠

401(k) rollovers, Mutual Funds, Bonds, College Savings accounts,

Jan 2012 - Present

Registered Representative

Tag Securities, Inc - Dallas, Tx

Provided financial advice to clients after assessing long term and short term financial goals

Jan 1990 - Dec 2011
Team & coworkers

Colleagues at Avantax Wealth Management℠

Other employees you can reach at avantax.de. View company contacts for 22 employees →

ER Elizabeth R. Elizabeth R. Colleague at Avantax Wealth Management℠Dallas-Fort Worth Metroplex, United States View → MK Michelle Koneman Michelle Koneman Colleague at Avantax Wealth Management℠Chatsworth, Georgia, United States View → TG Troy Goldberg Troy Goldberg Colleague at Avantax Wealth Management℠Boca Raton, Florida, United States View → BH Benjamin Hadaway Benjamin Hadaway Colleague at Avantax Wealth Management℠Carrollton, Texas, United States View → MR Melissa Rasbury Robertson, Cfp® Melissa Rasbury Robertson, Cfp® Colleague at Avantax Wealth Management℠Coppell, Texas, United States View → WM West Meyers West Meyers Colleague at Avantax Wealth Management℠Dallas-Fort Worth Metroplex, United States View → LQ La Queta Shelburne La Queta Shelburne Colleague at Avantax Wealth Management℠San Angelo, Texas, United States View → KF Kevin Fulcher Kevin Fulcher Colleague at Avantax Wealth Management℠Rogers, Arkansas, United States View → BB Brent Beck Brent Beck Colleague at Avantax Wealth Management℠Dallas-Fort Worth Metroplex, United States View → CJ Cassandra Jones Cassandra Jones Colleague at Avantax Wealth Management℠Grapevine, Texas, United States View →
1 education record

Vincent A. Wilson education

FAQ

Frequently asked questions about Vincent A. Wilson

Quick answers generated from the profile data available on this page.

What company does Vincent A. Wilson work for?

Vincent A. Wilson works for Avantax Wealth Management℠.

What is Vincent A. Wilson's role at Avantax Wealth Management℠?

Vincent A. Wilson is listed as Financial Professional at Avantax Wealth Management℠.

Where is Vincent A. Wilson based?

Vincent A. Wilson is based in Katy, Texas, United States while working with Avantax Wealth Management℠.

What companies has Vincent A. Wilson worked for?

Vincent A. Wilson has worked for Avantax Wealth Management℠ and Tag Securities, Inc - Dallas, Tx.

Who are Vincent A. Wilson's colleagues at Avantax Wealth Management℠?

Vincent A. Wilson's colleagues at Avantax Wealth Management℠ include Elizabeth R., Michelle Koneman, Troy Goldberg, Benjamin Hadaway, and Melissa Rasbury Robertson, Cfp®.

How can I contact Vincent A. Wilson?

You can use AeroLeads to view verified contact signals for Vincent A. Wilson at Avantax Wealth Management℠, including work email, phone, and LinkedIn data when available.

What schools did Vincent A. Wilson attend?

Vincent A. Wilson holds Bachelor Of Business Administration (B.B.A.), Finance, General from Texas A&M University-Commerce.

What skills is Vincent A. Wilson known for?

Vincent A. Wilson is listed with skills including Retirement Planning, Investments, Financial Services, Finance, Securities, Investment Management, Tax, and Financial Goals.

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