Meet the Team
Founded as a father and son partnership, our business is built on a foundation of trust, integrity, and a genuine commitment to helping you secure your financial future. With decades of combined experience, we specialize in Medicare, health insurance, life insurance, and annuities, ensuring that you and your loved ones are protected in every stage of life.
At Wilson Advisory Group, we understand that insurance is not just about policies; it's about peace of mind. Our personalized approach means that we take the time to understand your unique needs and tailor solutions that fit your lifestyle and goals.
We are dedicated to serving our community and beyond, providing expert guidance and support every step of the way.
Discover the difference that a family-centered, customer-focused approach can make by choosing Wilson Advisory Group for all your insurance needs.
Your family is our family, and your future is our priority.
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Warren Wilson is the founder of Wilson Advisory Group as an independent licensed health & life insurance agent who has been working in the financial industry for over 25 years, providing individuals, families, and small businesses all throughout New England with a variety of Health & Wealth Planning solutions.
Warren earned an undergraduate degree in Economics from St. Michael's College and an MBA from Cornell University. Upon graduating, Warren worked as a commercial banker with Shawmut Bank, managing their Asian banking portfolio, which included travel from Japan to Jakarta.
Warren then spent 20+ years in the securities industry as a financial consultant and stockbroker, working the national markets for Lehman Brothers and CIBC Oppenheimer.
Since 2011, Warren has helped individuals and small businesses with their financial and insurance needs.
He and his wife Susan reside in Lexington, MA.
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In his role as a partner at Wilson Advisory Group, David provides expertise and guidance across various domains, which encompass:
Presenting a range of Medicare solutions tailored to match the unique requirements of each client.
Assisting individuals in achieving a secure and confident retirement.
Offering diverse Life Insurance choices to accommodate any financial plan.
Collaborating with both individuals and couples to facilitate a seamless transition from their working years to their golden years.
Prior to joining Wilson Advisory Group, David Wilson was a seasoned Financial Services Professional with over 12 years of dedicated expertise in Global Markets, and Banking Operations. David holds a Bachelor of Arts in Music from The George Washington University, where he was recognized as a Presidential Arts Scholar, Cum Laude graduate, and Dean's List honoree.
In his free time, David enjoys exploring the world through travel, indulging in music, delving into literature, and staying informed about current events. He has a deep appreciation for Japanese language and culture, which he cultivated during his time in the Japan Exchange and Teaching Program (JET).
David and his wife Sachiko are the proud parents of two wonderful children, son Ray and daughter Kaya. They reside in Somerville, Massachusetts.
