James B. Wilson VII, CFP®

Financial Planner

Cornerstone; JB Wilson

First joining the Cornerstone team in May 2007, JB is a CERTIFIED FINANCIAL PLANNERTM Professional.  He has over eleven years of experience in the industry, holds the FINRA series 7 registration with LPL Financial, the series 66 registration with Financial Advocates, and maintains life, health, disability, and long-term care insurance licenses.

Originally from eastern Oregon, JB has lived in Tacoma for the past 14 years.  He graduated from the University of Puget Sound in 2008, with a B.A. in Business.  He lives with his wife, Sarah Wilson, whom he married in 2014, her daughter Eszamey, and they recently welcomed the newest addition to their family with the birth of Madelyn in September of 2017.  A recent Business Examiner 40 Under Forty honoree, he is actively involved in the local community.  JB volunteers in the Emergency Department at Tacoma General Hospital and is an on-call driver for the Meals on Wheels program.  JB is also actively involved with his church, Life Center Downtown.  Having been to Africa three times, international missions continue to be a passion of his, as he plans his fourth trip in 2019.

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