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Gabe Wilson

Wealth Manager

Gabe Wilson serves as a Wealth Manager, working closely with clients to develop, implement and maintain personalized financial plans designed to address their goals and concerns. Gabe practices in all areas of financial planning with an emphasis on retirement planning, tax planning, charitable planning and estate planning.

Gabe brings to his clients more than 18 years of experience in wealth management. Prior to joining Creative Planning, Gabe was a Senior Wealth Strategist at a national investment firm where he served high net worth individuals and families.

Gabe earned his Bachelor of Science in Business Administration degree from the University of Missouri-Columbia. Gabe is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and is a Certified Private Wealth Advisor® professional.

Gabe and his wife, Michelle, have three children – Emma, Finn and Brody. In his spare time, he enjoys watching their children participate in their various activities and spending time with his wife Michelle. Additionally, he enjoys golf and walking their yellow lab, Molly.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021