Broker Check
A. Rhodes Wilson, MBA, EA*, CFP®, CLU®

A. Rhodes Wilson, MBA, EA*, CFP®, CLU®

Founder

A. Rhodes Wilson is a successful businessman with more than 30 years experience in management positions requiring creative thinking, detailed planning and faultless execution.

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 he 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 inception, ARW Wealth Management has grown and developed as Rhodes identified and addressed his clients' needs. He 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. He obtained various Securities and Insurance licenses to provide his tax clients with sound investment advice. Rhodes currently holds Series 7 and Series 63 licenses with FINRA, maintains Securities Licenses in 17 states and Insurance Licenses in 15 states.

Rhodes is a Certified Financial Planner® practitioner. He holds membership in Pennsylvania Society of Tax and Accounting Professionals, National  Association of Enrolled Agents and Bucks County Estate Planning Council.  These associations allow Rhodes to stay current with changes in tax law and investment regulations to better help his clients make decisions about their financial future.

*Not practicing as an EA for Guardian or its subsidiaries or affiliates.

 

Registered Representative & Investment Advisor of Park Avenue Secuirties, Financial Representative of Guardian