Tim Wilson, CFP®, CFS®
Vice President, LPL Financial Advisor
Tim is a Vice President at American National Bank of Texas and Financial Consultant with the Wealth Management Group Division where he has been employed since 1998.
With many years of professional experience serving high net worth individuals and business owners, Tim has the knowledge and resources to work toward meeting and exceeding his client’s expectations. When asked about his mission to help his client’s, he states, “My goal is to provide sound financial guidance to individuals and businesses, which adds clarity and confidence to important decisions that impact their current and future financial circumstances”. He prides himself on being a good communicator who is accessible, experienced, and committed to helping clients plan for their goals. With a client focused practice, he strives each day to provide excellent service.
Tim also enjoys being active in the community. He has pursued various opportunities including being a Leadership Allen 2003 Graduate and a former Board Member for the Allen Chamber of Commerce Leadership Steering Committee. He has also been involved extensively with the Foundation for Allen Schools since 2006 where he served in various capacities including Board Member, Secretary, Vice-Chairman, and Chairman of the Board. He has also been recognized multiple times as a Five Star Best Wealth Manager by Texas Monthly Magazine.*
Tim has a Bachelor of Science degree in Economics and Finance from the University of Texas at Dallas and is also a CERTIFIED FINANCIAL PLANNER™ professional. Additionally, he has completed coursework through the Center for Professional Education with Boston University where he earned a Certificate in Financial Planning and the Institute of Business and Finance where he earned the CFS® professional designation. Tim holds the following professional designations, registrations and licenses:
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Certified Mutual Fund Specialist (CFS®)
Series, 7, 63, and 66 FINRA registrations with LPL Financial
Life, Accident, & Health Insurance License
Tim currently resides in Allen with his wife and two daughters and enjoys spending time with his family, traveling, and working in the yard.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, FL, IL, MO, NM, OH, OK, TX, WA
*Recognized for award in 2012, 2014, 2015 2016 and 2017. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012/2013/2014/2015/2016/2017 Five Star Wealth Managers.
Check the background of this investment professional on FINRA's BrokerCheck