Grant Wilson Location
- San Antonio, TX, US
Grant Wilson Work
- 2025 -now Founder and CEO @
- 2025 -now Senior Investment Advisor @ Rethink Wealth
- 2025 -now Project Manager Program Management Office @
- 2024 -2025 Registered Representative @
- 2024 -2024 Small Business and Consumer Lending Specialist @
- 2024 -2024 Business Development Officer @
- 2023 -2024 Portfolio Manager @
- 2022 -2023 Commercial Credit Analyst @
- 2017 -2024 Managing Member, Owner @ Kingdom Realty Management, LLC
- 2017 -2023 Managing Member, Owner @ GWW Ventures, LLC
- 2020 -2022 Realtor @
- 2015 -2019 Financial Advisor and Investment Manager @
- 2012 -2014 President and Chief Investment Officer, ACU Endowment's STAR Fund @
- 2014 -2014 Intern @
- 2013 -2013 Frost Investment Advisers, LLC @
- 2012 -2012 Sales Team Leader @
Grant Wilson Education
- Abilene Christian University
Masters of Accountancy (Accounting)
2014-2015 - Abilene Christian University
Bachelor of Business Administration (BBA) (Accounting and Finance)
2010-2014
Grant Wilson Skills
- Estate Conservation Strategies
- 403B Plans
- Home Insurance
- Fixed Annuities
- Retirement Funding Strategies
- Stocks And Bonds
- Medicare Supplement Coverage
- Sales
- Wealth Management Services
- Permanent Life Insurance
- Pension Payout Alternatives
- Investments
- Variable Annuities
- Pension Transfer/Rollovers
- Mortgage Protection
- Finance
- Team Leadership
- Equity Indexed Annuities
- Sales Management
- Mutual Funds
- Disability Income Insurance
- Tax Sheltered Annuities
- Ira Consolidation/Rollovers
- Managed Accounts
- Charitable Giving Strategies
- Long Term Care Insurance
- Project Management
- Term Life Insurance
- Research
- Education Funding Strategies
- Auto Insurance
- 403 Plans
Grant Wilson Summary
- Grant Wilson, based in San Antonio, TX, US, is currently a Founder and CEO at Mission Accounting & Advisory. Grant Wilson brings experience from previous roles at Rethink Wealth, Third Lens, New York Life Insurance Company and Texas Heritage Bank. Grant Wilson holds a 2014 - 2015 Masters of Accountancy in Accounting @ Abilene Christian University. With a robust skill set that includes Estate Conservation Strategies, 403B Plans, Home Insurance, Fixed Annuities, Retirement Funding Strategies and more. Grant Wilson has 2 emails and 1 mobile phone numbers on RocketReach.
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