The people who work at Janet Wilson Wealth Management, Inc., not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely great folks, too! Our staff is always ready to address your concerns, answer your questions, and put you at ease.
Janet Wilson, AIF®
President
Registrations and Designations:
- Accredited Investment Fiduciary®
- General Securities Registered Representative (FINRA Series 7)*
- NASAA Uniform State Law (FINRA Series 63 and Series 65)*
- Investment Adviser Representative
- Life, Health, and Variable Life Insurance Licenses
- Certified in Long-Term Care
Janet Wilson is an Accredited Investment Fiduciary®, Financial Advisor, and Investment Advisor Representative of Commonwealth Financial Network®, specializing in retirement planning, estate planning, and multigenerational wealth issues, working with entire family systems. With more than 30 years of notable experience in the business community, she founded her own financial services firm after 12 years as a senior financial advisor at Merrill Lynch, where she earned Merrill's Certified Financial Manager designation. Janet holds FINRA Series 7, 63, and 65 securities registrations and state insurance licenses. She earned her bachelor of science degree from the University of Mobile.
Prior to her investment advisory career, Janet worked with several major corporations in the chemical and computer industries. While involved in marketing, sales, and training throughout the United States, she developed her skills as a seasoned public speaker. She enjoys drawing upon her experiences in training to interpret complex financial issues and educate her clients, frequently hosting educational seminars on investment topics.
Working alongside individuals, families, and business owners, Janet uses a disciplined investment approach, a wide range of services, and the expertise of many specialists to help her clients achieve their dreams. In addition, Janet coordinates and works closely with other family advisors, including CPAs and attorneys, to assist clients in meeting their wealth management needs.
Janet, as a single parent, has spent the majority of her time away from her career caring for her four children, Cooper, Clint, Caroline, and Caleb, and involved in their many interests. Active in the community, she has sponsored and supported football, baseball, soccer, gymnastics, and cheerleading teams for many years. As a result of dealing with family challenges herself, Janet understands firsthand the need to financially plan for the unexpected and to modify investment goals to accommodate life's ever changing transitions.
In her free time, Janet enjoys the local beaches, all water-related sports, traveling with friends and family, and taking long walks in her neighborhood with the family's German shepherd, Baron.
*Licenses held through Commonwealth Financial Network®
Jamie Kertis
Registrations and Designations:
- Accredited Investment Fiduciary
- Qualified 401(k) Administrator
- Certified Plan Fiduciary Advisor
- General Securities Registered Representative (FINRA Series 7)
- NASAA Uniform State Law (FINRA Series 63 and Series 65)
- Investment Adviser Representative
- Life, Health, and Variable Life Insurance Licenses
- Certified in Long Term Care
Jamie Kertis joined Janet Wilson Wealth Management in the spring of 2018 to add her expertise in complex retirement plan design, investment research, and wealth management to Janet Wilson’s already established wealth management practice. Jamie has over 10 years of experience in the financial services industry and has extensive experience in multiple financial areas ranging from qualified plan design for large corporations and small business owners to individual and family financial matters including budgeting, investment management, wealth preservation, and insurance products.
Jamie hopes to enhance the lives of the clients she works with by offering thoughtfully designed strategies which take into account each individual’s goals for their future, their personal risk tolerance, as well as current economic and market conditions.
Jamie holds the Accredited Investment Fiduciary® (AIF®) Designation which is awarded by Fi360 after completing comprehensive training on ethical behavior and fiduciary services. Additionally, Jamie holds the Qualified 401(k) Administrator (QKA) designation as awarded by the American Society of Pension Professionals and Actuaries (ASPPA), which signifies her qualifications as they pertain to the complex issues of qualified plan design, testing, and administration. She also holds the Certified Plan Fiduciary Advisor (CPFA) designation as awarded by the National Association of Plan Advisors.
During her free time, Jamie enjoys spending time with her family which includes her husband, Daniel, their three children, Kate, DJ, and Claire, and their dog, Rosie and taking in all the Gulf Coast has to offer from the pristine beaches to unique local events and attractions