PW

Patrice Wilson, CES™

Member in Good Standing
Financial Strategies and Estate Planner
Pooler, GA
CES™
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About Patrice

Dr. Patrice Wilson, a progressive educator, entrepreneur, and financial strategist, who finds passion and purpose in influencing positive changes that improve one’s ability to thrive professionally, financially, culturally, and socially. She holds a Bachelor of Arts in English with a concentration in Communication from the University of Maryland, a Master's of Education in Workforce Development from the University of Arkansas with a concentration in Andragogy, and Ed. D in Higher Education Leadership with a concentration in Adult Learning from Walden University.

Dr. Wilson’s career is a testament to her dedication to transformative education and strategic financial leadership. She has spearheaded numerous initiatives aimed at empowering adults in both academic and professional environments, creating pathways for lifelong learning and personal growth. Her entrepreneurial spirit has led to the establishment of innovative programs and organizations that bridge gaps in workforce development and financial literacy. She is licensed to provide custom financial and estate planning services to those looking for economic stability. Leveraging her expertise in adult learning, she has facilitated workshops, developed curricula, and mentored countless individuals, empowering them to unlock their potential and succeed in diverse arenas. 

Education

Ed.D

Licenses

Life
Investment Advisor Representative

IBF Designations

Certified Estate & Trust Specialist
Estate planning, trusts, wealth transfer, and fiduciary responsibilities.
Interested in earning an IBF designation? Explore all programs

Contact Patrice

Pooler, GA
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At a Glance

IBF Designations 1
Member Since 2026
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Practitioner-Reviewed education since 1988
Profile verified · March 2026

What makes an IBF-designated advisor different?

1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.