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Lyn M. Wilson, CFP®

First Citizens Bank

PO Box 749
539 N Main St
Hendersonville, NC 28792
Phone: (828) 696-7474
Fax: (828) 696-7476

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Household Income Minimum: $250,000
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Retirement
  • Succession Planning
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.