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cnbc financial advice

Information is Power

Here to Help

At Wilson David Investment Advisors, we're here to help you grow your wealth.  We're also here to teach you as much as you'd like to know about finances, investments, the stock market, bonds, and money management.  We love this stuff and never tire of learning more - and talking about all things money-related. Kathy has been a teacher since early childhood when she made her sister Vicki and her best friend Carol play school every day. We try to make sure you understand what's going on with your money.


Check out our list of free seminars on the Education tab and find links to great information at the Articles tab. 


Educational Seminars

Contact us if you’d like us to speak to your group. Our seminars are complimentary, and we can hold them at our office or at your location. Our “Let’s Talk About” Series can be customized to your group’s needs, interests, and knowledge levels.


Let’s Talk About…

  • Investing in the Stock Market

  • Investing in Bonds

  • General Financial Principles

  • The Market Today

  • Social Security Benefits

  • Wealth Preservation

  • Diversification

  • Money Market Funds and CDs

  • Mutual Funds

  • Exchange Traded Funds

  • Increasing Financial Literacy

  • Budgeting

  • Debt

  • Stock Options - Put and Calls

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