Inside Scoop | Welcome to the team Kevin!
Welcome to the team Kevin!
Welcome Kevin Wilson to AEGIS Financial as a Financial Advisor. Kevin will be working with clients of ASC Wealth when the purchase takes place in July 2020 and continue to grow the business in the Fox Valley and Green Bay area. Kevin previously was an advisor with Raymond James through a Bank in the Green Bay area. Kevin brings many years of prior experience to the firm.
We are excited to have Kevin on board with us. We know he will add great value to our team and those we serve!
Take time to get to know Kevin…
Favorite Book: The Great Gatsby
Favorite Snack: Cashews
Hobbies: Cycling, Cooking, Fishing and Hunting
Favorite Restaurant: Whistling Swan
Groups/Organizations you belong to: Rotary of Door County North and Silent Spirits
Favorite place you’ve traveled to: Germany
What are I Bonds and How Do They Fit in My Portfolio?
What are I bonds? I bonds (U.S. Treasury Inflation Adjusted Bonds) are US Treasury Bonds that earn interest based on a combination of a fixed […]
What’s New at AEGIS Financial | Spring 2022
Forbes Best-in-State 2022 We are excited to announce that AEGIS Financial has been named a Best-In-State Wealth Advisor by Forbes Magazine for 2022! This is […]