Head of E*TRADE Advisor Services
As head of Advisor Services, Mr. Wilson oversees E*TRADE’s technology solutions, custody services, and referral network for independent registered investment advisors.
Mr. Wilson has more than 20 years of experience in financial services. Prior to his current role he served as Senior Vice President of E*TRADE Institutional Services, leading the company’s national referral program that connects independent financial advisors to potential clients. Prior to E*TRADE, he served as the chief executive officer of Equity Trust Company. Mr. Wilson also served as president and CEO of Scottrade Brokerage. In this role he led more than 3,600 employees across 500 locations who served more than three million retail and institutional accounts. Before that, Mr. Wilson was head of retail sales and guidance solutions at TD Ameritrade, where he led the Advisor Direct referral network, a cross enterprise program designed to attract and retain both retail and independent advisor clients.
Mr. Wilson began his financial services career at Charles Schwab where he served in various leadership roles. He received a bachelor of general studies degree from the University of Missouri-Columbia.