Jonathan Wilson, CFP®, Director, Wealth Management, Polaris Wealth

Jonathan Wilson, CFP® Director, Wealth Management

Jonathan is a Director and a member of the Business Development Team. He meets directly with clients and prospective clients to review their financial planning needs and to communicate Polaris Wealth Advisory Group’s planning process, investment concepts, and strategies.

Jonathan started his career in the financial services industry in 1994 as a financial planner with American Express Financial Advisors (Ameriprise), where he worked with high net worth clients. In 1997, Jonathan founded an independent financial advisory firm which he ran for nearly 25 years before joining the team at Polaris. He is passionate about the wealth management process and takes great pride in successfully helping clients accomplish their long-term financial goals.

A scholarship athlete at The Citadel in Charleston, SC, Jonathan accepted a commission in the US Army after graduation, and served as a combat infantry platoon leader in the U.S. Army during the Gulf War.

When he is not working with clients, Jonathan enjoys spending time with his wife Jennifer, their three children, and one son in law.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.