James B. Wilson VII, CFP®


DIRECTOR OF CLIENT SERVICE

Cornerstone; JB Wilson

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

Originally from eastern Oregon, JB has lived in Tacoma for the past 12 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, and her daughter Eszamey.  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 a weekly driver for the Meals on Wheels program.  He also serves at the Northwest Furniture Bank in Tacoma, the Emergency Food Network in Lakewood, and Northwest Harvest Bulk Food in Kent.  In addition, JB is a member of the Tacoma Parent Advisory Council, and is the current president of his daughter’s PTA.  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.

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