David Wilson, CLU®
Founder, Partner
With over 41 years of experience in the insurance and financial services industry, David understands the importance of making the right decisions. He also understands the importance of teamwork and having clients’ advisors involved in the strategy process. With a particular focus on retirement, estate planning, business continuation, and employee benefits, he provides personalized attention and guidance for clients as their needs change over time.
David is committed to professional education and service. He earned the Chartered Life Underwriter® (CLU®) designation from The American College of Financial Services and a bachelor’s degree from Auburn University. He is a Qualifying and Life member of the Million Dollar Round Table (MDRT)* and has served on the Agents Advisory Council for New York Life.
David and his wife of 50-plus years, Donna, have always called Oneonta home, and they are blessed that their children and families also live nearby. They find joy in spending time with their grandchildren, being a part of their church, and fellowship with friends.
*The Million Dollar Round Table (MDRT), The Premier Assocation of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
