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Guy  Wilson, QPS

Guy Wilson, QPS

Principal | Retirement Planning Specialist

Guy Wilson joined RubinGoldman and Associates in 2005, bringing with him extensive experience as a former educator, coach, and small business entrepreneur. Guy uses his communication skills to help firm clients gain a better understanding of proper asset management and how it relates to their lifetime goals. As Managing Director of Retirement Plan Services, Guy works with businesses to improve upon their retirement plans with an approach that stresses employee education, fiduciary liability management, and yearly comprehensive plan evaluations.

Guy received two B.A. degrees from the University of Richmond. In 2008, he attended the Aresty Institute of Executive Education at the Wharton School and was awarded the title of Retirement Planning Specialist. He is a member of the American Society of Pension Professionals and Actuaries.

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.