WILSON INSURANCE AGENCY - Key Persons
Job Titles:
- Associate
- Customer Service Representative and Assistant to Hank Wilson
Anne joined the Wilson Insurance Agency In 2014. She is our customer service Specialists. She works closely with Hank Wilson to handle all your financial service needs.
Erik Braxton - joined the Wilson Insurance Agency in 1999. He has a degree in Business Administration from Temple University. He is one of our Life Insurance Specialists. He welcomes the opportunity help you plan your life insurance needs.
Job Titles:
- Agent
- Associate
- Certified Financial Planner
At the Wilson Insurance Agency, we firmly believe that you should seek the advice of an insurance agent before making a purchase of any type of insurance. We still believe in the value of a personal relationship with an insurance agent that you trust. And we encourage you to seek the consultation of an agent that holds one of the industry recognized designations such as a CFP, ChFC, CLU, AAI, LUTCF or CPCU. In addition to this,we strongly urge that you seek the advice of a trained financial professional before making a purchase of any financial product or service. Ideally, your adviser should hold one or more certification or designation. Some of the most recognized and respected are CFP, ChFC, CLU, AAI, or LUTCF.
Hank Wilson, Certified Financial Planner is a native of Philadelphia and an active community leader who takes pride in giving back and mentoring to neighborhood youth. He is a retired Director of the Cheltenham School Board. Wilson serves on several boards including Concerned Black Men Inc., Philadelphia chapter (a youth mentoring organization), and Wilson Insurance and Financial Planning.
Hank is a graduate of Eastern University with a Bachelor of Arts in Organizational Management. In 1985, Hank's entrepreneurial spirit eventually lead him to open the doors to The Wilson Insurance and Financial Planning Agency. Wilson Insurance is an independent agency offering a variety of services that include auto, property, health, life and business insurance, as well as investment and financial planning. In 2005, Hank founded the Wilson Financial Group; a fee based financial planning and wealth management practice. The Wilson Financial Group offers an objective, fee-based approach to financial planning. Hank is still active in the management of the insurance agency.
Hank has a list of accomplishments that include: Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter, Life Underwriting Training Council Fellow, and Accredited Advisor in Insurance.
Hank enjoys educating clients and offers a socially responsible approach to investing. He often speaks at churches, investment clubs, and various organizations on topics ranging from entrepreneurship to financial planning.
Joseph George-joined the Wilson Insurance Agency in 2001. Joseph has a Bachelor's Degree in Chemistry from the Kerola University of India and an Associate Degree in Respiratory Therapy from Hahnemann University. Joseph is an executive committee member of KALAA (Kerala Art and Literary Association of America) Indian Organization. He is a member of Council of Indian Organizations, former President and Secretary of various Indian Organizations. He is a member of the American Association of Respiratory Therapists, member of the American Chemical Society, and member of Amnesty International.
Joseph also has many years experience programming family insurance needs, from life and disability to property and auto insurance. Joseph welcomes the opportunity help plan your insurance needs.
Kareem joined the Wilson Insurance Agency In 2010. He is our customer service specialists.
Job Titles:
- Associate
- Customer Service Representative
Katrina joined the Wilson Insurance Agency In 2007. She is our customer service Specialists. She works closely with our Agents to handle all your customer service needs.
Keith Kelley- joined the Wilson Insurance Agency in 1996. He is our Health and Disability Specialist. Keith welcomes the opportunity to discuss Health and Disability insurance needs for both individuals and groups. Keith also handles Long Term Care Insurance.
Job Titles:
- Associate
- Customer Service Representative
Rayon joined the Wilson Insurance Agency In 2014. He is our customer service Specialists. He works closely with our Agents to handle all your financial service needs.