At Wilson Coker Wealth Advisors we offer a team approach to financial planning. This approach allows for a broader scope of expertise than you will likely find in any one person.  And because we are backed by Raymond James, a Fortune 500 company leading the financial services industry, we have access to the smartest financial minds right at our fingertips.

 

Trust Worthy

You’ve spent your life making money and want to know that you are on track and have saved enough. In an ever-changing market, you need to know you’re making all the best moves. You can trust our team to be your guide.

Experienced

Our combined years in the financial services industry provide you with a seasoned team and the level of knowledge necessary to help you pursue all your financial goals and objectives. Our experience with local businesses gives you the advantage.

Professional

Our team of wealth management advisors is always advocating for your long-term financial success, through persistent management and on-going guidance. We utilize the full bandwidth of our firm’s knowledge and expertise.

Who We Are

Personal – Dependable – Local

The Northwest Arkansas and River Valley areas have each grown from a small region to a thriving metropolis. The team at Wilson Coker Wealth Advisors is local and we understand the unique needs of our clients that live and work here. We love living in NWA as much as you. The region is filled with a sense of possibility for the future. 

Building Relationships

We live and work in a busy world. It’s important to the team at Wilson Coker Wealth Advisors that our clients never feel like they are getting lost in the shuffle. We believe in providing transparency and simplifying the wealth management process. Building valuable and meaningful relationships is paramount. We’ve revived the lost art of truly listening!

Conversations during your financial planning must go two ways – you want your financial advisor to listen to you. This is the best way to help you achieve your short- and long-term expectations. We will help you reach your retirement goals because we truly listen to what you want. 

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Jone Than

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Stacy Waller

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William Davidson

Join Us

Adding Value To Your Retirement

At Wilson Coker Wealth Advisors we want each of our clients to look forward to their retirement. Allow us to show you how we can help you add value to your future. Let’s start by having a conversation about your financial planning and wealth management goals. Call us directly 479.755.2050 or fill the contact form and one of our advisors will contact you personally to get that conversation started.

Who We Are

Our Team of Experts

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Justin Ballard

Justin Ballard

Founder & CEO

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Brett Thompson

Brett Thompson

Accountant

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Theo McCormick Thompson

Theo McCormick Thompson

Accountant

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Contact Us

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(235) 462-3512

1234 Divi St. #1000, San Francisco, CA 93215

M-F: 8am-5pm, S-S: Closed