Matt Wilson
President at Perpetual Lifestyle Planning | Birmingham, Alabama, United States
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President at Perpetual Lifestyle Planning in February 2017 to Present
Financial Planner at Perpetual Lifestyle Planning/Prudential in March 2015 to February 2017
Financial Consultant at The Southlake Financial Group LLC. in June 2007 to March 2015
Mortgage Consultant at Tristone Financial in January 2006 to January 2007
Owner/Branch Manager at Global Mortgage in August 2004 to October 2006
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Woodward Academy, College Prep Diploma, College Prep, July 1984 to July 1997
Parker College of Business-Georgia Southern University, BA, Business Administration/ Marketing, July 1997 to July 2026
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IRAs
Licensed Life & Health Insurance Agent
Business
Retirement Planning
Negotiation
Networking
Personal Financial Planning
Disability Insurance
Equity Trading
Series 7
Series 66
Group Insurance
Building Relationships
College Education Planning
Entrepreneurship
Problem Solving
Success Driven
Wealth Management
Tax Free Income
Small Business Retirement Planning
Qualified Retirement Plans
Lifestyle Planning
Financial Planning
Life Insurance
Leadership
Sales
Strategic Planning
Financial Advisory
Estate Planning
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What is Matt Wilson email address?
Email Matt Wilson at [email protected] and [email protected]. This email is the most updated Matt Wilson's email found in 2026.
What is Matt Wilson phone number?
Matt Wilson phone number is +1.2053069445 and (205) 235-5061.
How to contact Matt Wilson?
To contact Matt Wilson send an email to [email protected] or [email protected]. If you want to call Matt Wilson try calling on +1.2053069445 and (205) 235-5061.
What company does Matt Wilson work for?
Matt Wilson works for Perpetual Lifestyle Planning
What is Matt Wilson's role at Perpetual Lifestyle Planning?
Matt Wilson is President
What industry does Matt Wilson work in?
Matt Wilson works in the Financial Services industry.
Matt Wilson Email Addresses
Matt Wilson Phone Numbers
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