J.E. Wilson Advisors | Wealth RX | Retirement RX | Columbia, SC 29605

The J.E. WIlson Advisors team focuses on planning first, and then investing. Out-of-process investing done without addressing planning, can often mask long term issues...or even worse, totally derail an investment strategy.

James E. Wilson, CFP®, founder of J.E. Wilson Advisors, received his undergraduate education in Economics at the University of South Carolina. He then completed the postgraduate study in investments, taxation, estate planning, insurance and retirement planning leading to the Certified Financial Planner (CFP®) professional designation. In 1982, Mr. Wilson formed South Carolina's first comprehensive fee-only financial planning firm.

Mr. Wilson has been active in serving the wealth planning needs of physicians for nearly 30 years and has been a pioneer in the field of fee-only financial planning. He is uniquely qualified to offer uncommon wisdom to medical professionals and has the experience and understanding about the challenges often experienced by physicians at various stages of their careers.

He is a past president of the National Association of Personal Financial Advisors (NAPFA), the primary professional association for fee-only financial advisors. Mr. Wilson also served for four years as a member of the Board of Governors of the Certified Financial Planner Board of Standards. From 1990-1992, he served as a member of a Blue Ribbon Committee for the South Carolina Securities Commissioner to review South Carolina securities laws. He also served as President of the Consumer Financial Education Foundation. Mr. Wilson serves as Diocesean Representative for the Equestrian Order of the Holy Sepulchre of Jerusalem. He was selected as one of the top 60 financial advisors in the United States by Worth magazine in 1994 and again in 1996, 1997 and 1998 by Worth as one of the top 200 financial advisors. He also was named by Medical Economics as one of the top financial advisors for doctors in 1998, 2000, 2002, 2004, 2006 and 2008. He lives in Shandon with his wife, Cathy, and their two children, John and Nazley.

Katie Stokes, CFP® joined J.E. Wilson Advisors, LLC in 2004. She has a bachelor’s degree with honors in Finance and Economics from the University of South Carolina. After completing the comprehensive requirements to become a Certified Financial Planner®, Katie officially became licensed in 2007. Katie is our firm’s representative for the SC Healthcare Managers Association as well as a member of the National Association of Personal Financial Advisors (NAPFA), the Columbia Tax Study Group, and the Columbia Estate Planning Council. She has also served as a guest lecturer for the Midland’s Technical College CFP® Certification Program. She currently lives with her husband Harry Stokes Jr. and infant daughter in Lexington, SC.

Katie Stokes, CFP®

Nealie Coleman Werts has been the Client Services Representative at J.E. Wilson Advisors, LLC since 2000. She handles client requests for setting up new accounts, IRA accounts and receiving transfers. She is the liaison with the team at TD Ameritrade Institutional which custodies all of our accounts. Nealie is a native of the lower Richland community and a graduate of Clemson University with a B.S. degree in accounting. She has worked with a CPA firm and state government in auditing, financial statements preparation, grants allocation and individual income tax preparation. Nealie and her husband, Rick, live in Hampton Ridge. The mother of two grown children, Beth and Brant, she is an active member at First Presbyterian Church.