Randall Wilson has more than 30 years of experience that provides a strong foundation for assisting individuals in the management of their personal and retirement assets. This same experience and foundation helps trustees for employer-sponsored retirement plans to effectively manage their fiduciary responsibility.
Randall achieved the CERTIFIED FINANCIAL PLANNERTM certification in January 2001. He also holds the Accredited Investment Fiduciary® (AIF®) designation and a FINRA Series 7 securities registration as an Investment Adviser Representative of Commonwealth Financial Network®. He has a BS degree in accounting and was a practicing CPA from 1981 to 1986. He also holds a master’s degree in financial services with an emphasis in retirement planning strategies, investment advisory services, and business and estate planning.
Randall has conducted continuing education workshops for CPAs and held other public workshops covering investment and retirement planning. In addition to his professional endeavors, he is a former Rotary Club president and works with several nonprofit organizations in the Nashville and Middle Tennessee area.
J. Randall Wilson is proud to have been recognized as a Summit Club advisor—a distinction based on annual production attained by just 20 percent of advisors affiliated with Commonwealth Financial Network during 2017.