Gina P. Wilson, ChFC®, CRPC®
Wealth Planning Advisor
With the heart of a teacher and the passion of an experienced financial advisor, Gina’s purpose in life is to help clients turn their dream of lifetime financial confidence into reality.
Gina’s mission is simple: To build long-term relationships with individuals and couples that need financial education and planning to pursue their financial goals - and to provide objective advice that gets them there.
Many advisors include basic financial planning within their investment management, but Gina believes detailed financial planning is the foundation for implementing appropriate strategies. Collaborating with her team of talented and tenured advisors in the areas of tax, estate planning and investments, Gina develops a roadmap that addresses your long-term goals and solves for even your most complex financial challenges.
Whether you are approaching or living in retirement, or going through a job or life change, Gina is compassionate and patient as she takes a holistic approach to tailor a financial plan for each client to help them grow their nest egg. Deeply committed to supporting her clients, she will strive to deliver using the highest level of personal service and professional integrity.
Working as a fiduciary to her advisory clients, it is Gina’s legal duty to put her clients’ needs first and act in their clients’ best interest while maintaining full transparency throughout the financial planning process.
- Financial Planning• Retirement Planning
- Investment Management• Estate Planning
- Planning for Independent Women • Business Owner Planning
Gina graduated from James Madison University with a Bachelor of Science in Economics. A firm believer in expanding her knowledge through continuing education, Gina earned the Chartered Financial Consultant (ChFC) and Chartered Retirement Planning Counselor (CRPC) designations.
Gina and her husband Mark live in Vienna, VA. They have two children, A.J. and Roxanne, two dogs and two grand dogs. When she isn’t working, she enjoys traveling to warm places to visit friends, cooking and trying new restaurants, but spending time with family (and friends who are like family) is most important to her.