Meet The Team
The team behind Wilson Insurance & Financial Services is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Art Wilson Owner
Art is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement. He has been helping retirees and pre-retirees build financial independence since 1987. As the leader of his firm, Art enjoys getting to know his clients and better understand their passions so he can create strategies to match.
Art holds insurance licenses in Florida, Alabama, Louisiana, Georgia, North Carolina and Texas. He has earned the Life Underwriter Training Council Fellow (LUTCF®) designation.
A resident of Niceville, Florida, for more than 30 years, Art enjoys fishing and spending time with his wife, three children and three grandchildren.
Cyndi Lee Director of Marketing & Operations
Cyndi is the newest member of the team and is focused on providing world-class customer service to clients. She wants clients to know that Wilson Insurance & Financial Services staff are here to take care of their needs in a prompt and professional manner. With years of public service experience, Cyndi prides herself in building relationships and truly getting to know clients to help them achieve their goals. Cyndi holds an insurance license in Florida.
A proud Air Force brat and resident of Fort Walton Beach, Florida, for more than 20 years, Cyndi enjoys traveling and spending time with her husband, two grown sons, and Miller the Seminole beagle and Guinness the NOLA beagle.
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.