Wilmer Financial Group Inc

Senior Wealth Manager at CreativeOne Wealth

Wilmer Financial Group INC is a financial services firm founded by Wilmer, who has substantial experience in wealth management and financial advising. Since August 2022, Wilmer has served as both Company Owner and Senior Wealth Manager across multiple organizations, including the Wingate Group, CreativeOne Wealth, CreativeOne Securities, and CreativeOne. In these roles, Wilmer provides customized financial strategies, investment advice, and insurance solutions focused on wealth accumulation and retirement planning for individuals and business owners. Prior to founding Wilmer Financial Group, Wilmer accrued extensive experience as a Financial Advisor at Edward Jones from June 2012 to August 2022 and served 24 years in the United States Navy as Chief Legalman. Educational credentials include a degree in Workforce Education from Southern Illinois University and an Associate of Arts in Business Administration from Coastline Community College.

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