Edward Jones - Financial Advisor: Latrell Wilson, CFP®

Services Offered

• Financial planning
• Investment management
• Retirement planning
• Education savings strategies
• Tax-efficient investing

About

Latrell Wilson is a Certified Financial Planner (CFP®) and financial advisor based in Dallas, Texas. He provides personalized financial planning and investment guidance to clients in the area. Latrell specializes in retirement planning, education savings strategies, and tax-efficient investment management. His approach emphasizes face-to-face consultations to help individuals and families achieve their financial goals.

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