Interview Alec Wilson with Edward Jones
You know how some folks have visions of being financially secure and free? Edward Jones provides knowledge and options so that clients can live the life they want to live with comfort and confidence. The goal to understand what is most important to his clients, and then use an established process to build personalized strategies to help reach their goals. Helping with things like retirement planning, small business retirement plans, saving for education, retirement income strategies, estate and inheritance considerations, preparing for the unexpected, and more.
Wilson's ideal clients are individuals, families, and small business owners who are motivated to partner with a professional who understands what matters to them, and who is willing to work together to come up with and stick to a plan to reach their goals.
COVID-19 has impacted many of us, Wilson shared that his greatest impact has been the lack of getting to meet face to face with people in his office. " It is my goal to build relationships with my clients and it's not always the easiest over the phone or on zoom. Especially when I'm dealing with people's hard-earned money, it's important my clients feel confident and secure in the decisions we are making, and I believe being in person for some of those decisions can be impactful."
There are different actions that individuals can take to make a change. Getting involved in the community. Wilson shared "I've been a part of the Spokane Valley YMCA Advisory Board since August of 2020. I chose to pursue a position on the YMCA advisory board because I believe what they do for the community is vital. I am a big fan of recreation and leisure activities and the effect they have on people's overall well-being."
It is important to learn and grow from our mistakes. Wilson shared that there was a time in the beginning where he convinced himself that success was possible without getting outside of one's comfort zone, and that was far from reality. One must do things they don't want to do to separate from everyone else. One must constantly adapt, learn, and improve your practice.
We asked Alec Wilson what inspires him: My family. My wife, 3-year-old daughter, and 5-month-old son. They keep me going. Being a small business owner requires long hours and working weekends. Having my wife there to encourage and support me even in times where I don't want to do the work is a reminder that they have my back. They're the best.