Back to top

Shawn A. Wilson

No Current Employment Listed

Lewistown

PA

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Other Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
S.A. Wilson & Associates, LLC 8 years Jun 2011 - Present
Financial Network 4 years, 6 months Dec 2006 - Jun 2011
The Juniata Valley Bank 4 years, 7 months Nov 2006 - Jun 2011
S.A. Wilson & Associates, LLC 9 months Feb 2006 - Nov 2006
Nationwide Securities, Inc 1 year, 4 months Mar 2005 - Jul 2006
Nationwide Insurance Company 1 year, 4 months Mar 2005 - Jul 2006

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Shawn Wilson

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
I am retiring soon and I am nervous about having a lot of my retirement dollars in the stock market. What are the annuity products I have been reading about that guarantee retirement income for me?
Most likely a packaged product issued by an insurance company called a variable annuity with guaranteed living benefits purchased for the benefit of either you alone or the inclusion of your spouse or domestic partner. Inside this variable annuity are sub-accounts that consist of many different asse...  (more)
Answered Jan 2012
I have 1/3 of my net worth in the markets (95% equities, im 26). The other 2/3 is cash. Where do you advise I put this? I have no debt and might use some money to start a business so I might want to be able to access it in the short to medium term of 1-3 years?
Ryan- I have read your reponses...you are looking at starting a business in New York, have you prepared a complete business plan with spreadsheets of your first year expenses and expected revenue along with athorough examination of the industry you may participate? Not to mention living expenses. I...  (more)
Answered Jan 2012
After I leave a company should I leave my money in the 401k or transfer it to an IRA?
Toni-What are your plans for the account? Do you need current income or are you waiting for a later time. Doing a rollover into an IRA may cost you more in the form of higher expenses and upfront or deferred sales charges, not to mention commissions. If you are pleased with the selection of investme...  (more)
Answered Jan 2012
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Mar 2, 2015
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Apr 5, 2015
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Assets

    There are no assets to display at this time.

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.