Experience

“We are all searching for simplicity, efficiency, and success.” – Elise Wilson

Isn’t that what financial freedom is about?

As a young girl, Elise was influenced by her mother’s membership in an “all women investment club.” She learned from listening to her parents discuss individual stocks and later seeing the growth of their portfolios over time. The power of financial independence fascinated her. 

With 17 years in the financial services industry, Elise now helps Wrightsville Wealth Management clients with all their financial planning needs. Her comprehensive style of wealth management begins by listening and understanding each client’s unique goals, creating an individualized financial plan and implementing changes as life happens. As a Certified Financial Planner^TM professional, her focus is comprehensive, analyzing not only clients’ investments, but also seeking opportunities for tax efficiency and improved liability management. Her experience has taught her to expect the unexpected. With proper planning and preparation, her clients’ can enjoy life’s ebb and flow confident about reaching their desired outcome.

Credentials that build confidence
– Certified Financial Planner^TM professional
– B.A., Business Administration, North Carolina State University
– Life, Health and Long-term Health Insurance licenses
– Series 7, 63, 65 and 66 securities licenses

Making a difference
Elise is an active volunteer who has been involved with the Junior League of Wilmington, Children’s Municipal Museum of Wilmington, Thalian Hall Association, and JDRF,She is currently a proud board member of the Women’s Impact Network.

Outside the office
Elise, a Wilmington native, loves living in a beach community. Her husband,and two children all enjoy outdoor activities and traveling. Elise is also enjoying learning her newest hobby of tennis.

A passion for problem solving and excellent client service

Serena joined Wrightsville Wealth Management in 2023. As a primary source of client contact, Serena knows first-hand that clients value confidentiality and a quick turnaround to their requests. She assists clients with setting up appointments, brokerage deposits, funds transfers, check requests, statements or tax reporting copies and questions regarding accounts. 

Serena's passion for problem-solving is rooted in her curiosity and her love of learning. Her natural inclination to help others results in the smooth and seemingly effortless operations of the team. Serena loves working with a team whose members are excited by what they do ever day. Client satisfaction and building lasting relationships are top priorities for all.

Education

B.S. Nursing, UNC Wilmington

Outside of the office

Serena loves spending time with her family, at her church and at the gym. She enjoys cooking, and especially baked goods, and loves sharing that passion with others.