John Wilson

John Wilson: Email & Phone Number

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Wealth Advisor at Mercer Advisors|Portsmouth, New Hampshire, United States

Position:

Wealth Advisor at Mercer Advisors

Location:

Portsmouth, New Hampshire, United States

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Last updated: 2026-07-17
Updated: 2026-07-17

Found email addresses for John Wilson:

Business emails:
j**n@charteroakcm.com
Personal emails:

Found phone for John Wilson:

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Work Experience 4 years

Wealth Advisor at Mercer Advisors

Apr 2026 - Current

Financial Advisor at Charter Oak Capital Management

Sep 2025 - Current

Associate Financial Advisor at Charter Oak Capital Management

Dec 2024 - Sep 2025

Paraplanner at Charter Oak Capital Management

Mar 2024 - Dec 2024

Client Services - Financial Planning Representative at STEELE STREET CAPITAL LLC

May 2022 - Jun 2023

Their professional focus is Administration, Banking Software, and Conflict Mediation across 3 core areas.

John holds CERTIFIED FINANCIAL PLANNER® Professional certifications.

Education

Bryant University

Bachelor's degree at Alma College

John Wilson Namesakes

Name
Company
Position
John Wilson
A VISION FOR YOU LLC
Business Owner
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John Wilson
Self employed
Freelancer
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