A Little About Jermaine Wilson
Jermaine has been assisting mature and young investors for the past 11 years to protect, grow, & preserve their accumulated assets, by helping them find the money that they are losing unknowingly and unnecessary. As she has looked through their financial lens with them, she is able to use this process to assist hundreds of clients from pre-retirement into retirement cruise control mode. Licensed to conduct business in multiple states.
Graduated from CUNY-Brooklyn College with a dual BS in Mathematics and Chemistry, with concentration in Finance. Is a member of the National Association of Certificated Financial Fiduciaries, whose main focus is to put the clients’ best interests first.
When not building custom cases for clients, you can find her engaging in voluntary community service work with my family or baking with my four girls.
We Put People First
From retiring early to funding a college education to fueling your passion for philanthropy, we want to know what’s important to you, your spouse, and your family — and how you see your needs changing over time.
Before we meet, we ask you to spend a little time reflecting on what’s truly important. Then, we lead you through a proven process designed to unearth details, create dialog, and build a basis of shared understanding.
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