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8606 Allisonville Road
Suite 101
Indianapolis, IN 46250

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Nancy J. Wilson, RICP®

(317) 572-1390

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

For over 20 years, Nancy J. Wilson has been a positive force in financial services. Her focus begins with her personal relationship with her clients. She works with individuals and family owned, multi-generational businesses and their...

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Todd is a Registered Principal of LPL Financial, member FINRA, SIPC. He has been in the financial services business for nearly 17 years. He has a degree in Economics from Wabash College and is a CERTIFIED FINANCIAL PLANNER™.Todd and...

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Cathy L. Ray

Administrative Assistant

317-572-1390 ext 2

317-863-1025

Cathy is a graduate of Indiana University with a B.S. degree in Business Administration. She lives in Fishers, IN with her husband of 25 years, Brad Ray. Cathy comes to Wilson Wealth Solutions after taking time off to raise her two...

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