CoverProfile

David Wilson

Managing Member, Managing Partner, President, Shareholder

Generational Wealth Management

United States, Michigan, Zeeland

About Me

David L. Wilson, CFP® is the Managing Shareholder and founder of Generational Wealth Management. David has more than 25 years of experience providing financial guidance and wealth management services to successful business owners, professionals, and retirees. He holds the Series 65 industry license as well as Michigan accident, health, and life insurance licenses. David is a CERTIFIED FINANCIAL PLANNER™ practitioner. He graduated cum laude from Grand Valley State University with a degree in Accounting. David’s areas of expertise include comprehensive wealth management, retirement income planning, and corporate retirement plans. His breadth of knowledge encompasses financial planning, investm
View more

Profile Information

Managing Member, Managing Partner, President, Shareholder

Generational Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Zeeland

Michigan

United States

May 15, 2024

More profiles to browse

LW
Laura Wilson
Owner & Office Manager
SW
Schyuler Wilson
Financial Advisor, Accredited Investment Fiduciary

You Might Like

DH
Dennis Hanson
Principal
Jamison Hanson
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
BH
Bob Helmer
President Emeritus
Baldwin Wallace University