Even with a Business undergraduate degree and an MBA from one of the top programs in the world, Wilson’s most valuable money lessons came from his father. As a child, his father had him write book summaries for allowance, of which many covered personal finance. While that served as the foundation for his personal finance education, it wasn’t until college that he began to realize his experience was unique. He began to observe his classmates’ behavior with their finances and realized most people never learned or discussed how to manage money.
Fourteen years in the financial services industry working with global insurance and asset management firms such as Chubb Insurance and Fidelity Investments have confirmed the financial education gap to be even wider than his early experiences in college, particularly with millennials.
The major challenge is that many of our most important financial decisions are made before age 35 when people have the least amount of financial education and support. Wilson is passionate about righting that wrong through education, writing, and coaching, because he believes that when people have a sound financial foundation, they are much more likely and able to pursue their passions wholeheartedly.
Wilson is a Chicago native currently living in the Washington, D.C. metro area with a Bachelor’s degree in Business Administration from Illinois Wesleyan University and a Masters of Business Administration degree from Duke University, Fuqua School of Business. He has volunteered with organizations such as Junior Achievement, Operation HOPE, Capital Good Fund, and the SIFMA Foundation to speak and teach financial literacy across the country.