Wilmingtonbiz logo
Print
Achievers & Accolades

Elise Wilson Earns CFP Certification

By Staff Reports, posted Apr 18, 2017
Elise Wilson
Elise Wilson, wealth strategy associate with the Hargrove Paterson Pleasants Cole Wealth Management Group at UBS Financial Services Inc. in Wilmington, recently obtained her certified financial planner certification.
 
Wilson has worked at UBS Financial Services since 2012 and is the financial planner for the Hargrove Paterson Pleasants Cole Wealth Management Group.
 
The certification means she has met the rigorous experience and ethical requirements of the CFP Board, completed financial planning coursework and passed the CFP Certification Examination covering the areas of: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits and estate planning, according to a news release.
 
CFP professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards, the release stated.

Join The Discussion

Similar Stories

Book On Business

Bob2017

The 2017 WilmingtonBiz: Book on Business is an annual publication showcasing the Wilmington region as a center of business.

Order Your Copy Today!
Print Only
$24.95 - Qty
Print + Excel File
$79.95 - Qty

In The Current Issue

Making Waves In Wrightsville Beach

Many Wrightsville Beach goers are probably familiar with popular juice, smoothie, acai and froyo shop SurfBerry. The health-food store has been a popular destination for locals and tourists alike since opening five years ago, but what many do not know is that the store is just the tip of the business iceberg for owner and creator Rick Civelli.

Mega Projects: Breaking Down The Big-Ticket Projects That Could Reshape The Region

Four major infrastructure proposals in the Wilmington area would require billions in investment into the region. But as the region continues...

Wilmington Health Adds Oncology/Hematology

Jim McGrath recently joined Wilmington Health as the head of oncology/ hematology for the practice....

Ico topnews Editor's Picks

UNCW Announces 2 New Online Business Master's Degrees

Christina Haley O'Neal - About 16 hours ago

Local Real Estate Leaders Discuss Hurdles In Current Market

Cece Nunn - Jul 21, 2017 Trending News

WHQR Announces New Station Manager

Cece Nunn - Jul 20, 2017 Trending News

Developers Share Plans For Leland's Next Major Retail Center

Cece Nunn - Jul 20, 2017 Trending News
Decorations

All Star Flags

All Star Flags is a family owned business with experience in the flag industry dating back more than 30 years.

Ico trending Trending News

Ico newsinimages News in Pictures

Have a tip, pitch or guest column?  Send us a tip.

Gallery Galleries

Video Videos

Power Breakfast: Coach C.B. McGrath - June 2017
Wilmington's Most Intriguing People of 2016

Register to Continue Seeing Wilmington's Best Business Coverage!


There are three ways to register for free.

Sign in with LinkedIn, Facebook or create an account:



Already registered? Login here.

Your free registration includes:

  • Access to 10 articles per month on WilmingtonBiz.com
  • Email updates to stay informed on local business news
  • A mobile optimized website
  • Advanced notification of Business Journal events
  • Management of your digital and print subscriptions
Laptop iphone ipad