Joe Wilson

Joe Wilson is an Investment Research Analyst at Northwest Financial Advisors LLC, based in Washington, DC, where he provides in-depth market analysis and investment research to support portfolio strategies for a diverse client base. In this role, he is responsible for conducting due diligence, evaluating economic trends, and preparing comprehensive reports to inform the firm's investment recommendations. His focus includes public equities, fixed income, and multi-asset investment solutions tailored to client objectives.

Joe's career in financial services spans several reputable organizations, including prior roles as an Investment Solutions Associate at Fidelity Investments and Trading Specialist at TD Ameritrade. This experience has given him a strong foundation in portfolio construction, client engagement, and trade execution across various asset classes, particularly mutual funds, ETFs, and equity securities.

He holds a bachelor’s degree in Entrepreneurship/Entrepreneurial Studies from Saint Louis University, which enhances his analytical approach to investment opportunities and portfolio design. Joe is recognized for his rigorous research methodology and commitment to delivering actionable investment insights, contributing to the advancement of client-focused investment strategies at Northwest Financial Advisors LLC.