• ESTATE PLANNING & ELDER LAW ATTORNEY

    An Estate Planning and Elder Law Staff Attorney is primarily responsible for meeting with prospective clients for first consultations and interim meetings, conducts reviews and document signing appointments with clients. Also ensures that legal documents are appropriately drafted to meet the planning needs and recommendations for clients.

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  • DIRECTOR OF MARKETING & BUSINESS DEVELOPMENT

    The Director of Marketing and Business Development’s primary responsibility is to develop and execute a marketing plan with the purpose to highlight the Wilson and affiliates’ brands in the market to increase revenue in various practice offerings through client referrals, advisor referrals, retail workshops and social media platforms.

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