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Connie Wilson

Connie Wilson

Client Advocate, Insurance Administration

Connie Wilson brings over 25 years of years of experience in the financial service industry. She views her role as client advocate very seriously and brings to Ownership Advisors clients a comprehensive understanding of the financial and estate planning needs of the ultra affluent. In her position as Chief Underwriter, Connie manages large and complex life insurance transactions to insure that our clients have a great experience. As Chief Underwriter, Connie is in charge of gathering sensitive medical and financial information and making sure that confidentiality is protected throughout the process. She then packages this information for submission to a range of insurance companies to begin the process of negotiating for the best product and pricing on behalf of our clients. Connie is also responsible for making sure that once an insurance plan is in place, our clients continue to receive Raving Fan service for as long as they own the policy.

Connie Wilson may be reached by phone at 216-328-5538 or by email at cwilson@ownershipadvisors.com.