A. RHODES WILSON, MBA, EA*, CFP®, ChFC®
A. Rhodes Wilson is a successful businessman, with more than 30 years experience in management positions requiring creative thinking, detailed planning and faultless execution.
Mr. Wilson is a CERTIFIED FINANCIAL PLANNER® practitioner and an IRS Enrolled Agent, holding membership in the Financial Planners Association, Pennsylvania Society of Tax and Accounting Professionals, National Association of Enrolled Agents and Bucks County Estate Planning Council. Through these associations and memberships Rhodes is able to stay current with changes in tax and investment regulations and help his clients make informed decisions about their financial future.
Rhodes is a graduate of the US Military Academy at West Point. He served as an Army officer for 21 years, seven on Active Duty and 14 in the National Guard. After leaving active duty Rhodes earned an MBA from the University of South Dakota and joined the world of business. In 1989 he left the corporate world to start his own tax preparation firm.
Since 1989 A. Rhodes Wilson & Associates, Inc. has grown and developed as Rhodes identified and addressed his clients’ needs. He first became an IRS Enrolled Agent, which requires detailed knowledge of the tax code and its continual changes, and qualifies him to represent clients before the IRS. Starting in 1992 he obtained various Securities and Insurance licenses in order to provide his tax clients with sound investment advice. Rhodes currently holds Series 7 and 63 licenses with FINRA (Financial Industry Regulatory Authority), maintains Securities Licenses in 18 states and Insurance Licenses in 12 states. Check out the background of firms and other investment professionals on FINRA’s BrokerCheck at http://brokercheck.finra.org
Rhodes is involved in community affairs as a member of the Central Bucks Chamber of Commerce and the Central Bucks Sertoma Club (Past President and Past Chairman of the Board). He has also taught classes at Bucks County Community College for tax professionals preparing to take IRS exams.
He lives in Bucks County, PA with Jana, his wife of 40 years. They have 2 handsome sons and 4 adorable grandchildren.
Cindi says she was born to be the perfect Administrative Assistant!
She also has a passion for ensuring that clients have a positive experience, both when they are in the office and when they contact us by phone or email.
Cindi enjoys handling all the clerical details for Rhodes and his clients: interactions with the broker/dealer and the various investment companies; paperwork preparation for client accounts, management of account services for clients such as contributions, withdrawals, and changes; maintenance of required records and licenses, and a hundred other duties!
As a part of the team at ARW, Inc. she is proud to know that her work allows Rhodes to concentrate on the things he does best – formulating financial plans and monitoring clients’ accounts.
Cindi has recently passed FINRA’s Series 6 and Series 63 examinations, and Rhodes can now refer to her as his Licensed Assistant. She has also earned her PA insurance license. Cindi earned an Associate of Arts degree in Business at Lansdale School of Business, and has completed various classes in Tax Preparation, Real Estate and Consumer Law, and Economics.
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