Wilson Yearwood is a Financial Planning Administrative Coordinator at Longview Planning Partners in Memphis, TN. He graduated with honors from Mississippi State University with a Bachelor of Business Administration in Finance. A Memphis native, Wilson interned at Capital Financial Group and Raymond James Financial prior to starting his career with LongView.
Wilson's primary responsibilities include working with Financial Planners in the development of financial planning recommendations. He researches solutions to assist Financial Planners in identifying suitable recommendations to meet a client’s needs and risk profile. He prepares proposals and illustrations for comparison and analysis by the Financial Advisor.
He is currently working on continuing education and currently seeking additional professional designations.