Team

Kevin Wilson, CFP®

Wealth Advisor

Kevin Wilson is a Wealth Advisor at Quotient Wealth Partners with over seven years of experience guiding clients toward financial clarity and long-term success. As a Certified Financial Planner® professional, Kevin specializes in delivering comprehensive, personalized financial strategies tailored to each client’s unique goals, values, and circumstances. Kevin’s clientele ranges from professionals in the oil and gas industry to successful business owners.

His approach integrates key areas of wealth management, including tax planning, retirement planning, estate planning, and investment management. Whether he’s optimizing a client's tax position, designing a retirement income strategy, building an estate plan to protect future generations, or managing a disciplined investment portfolio, Kevin brings thoughtful insight and a deep commitment to every relationship.

Kevin earned his Bachelor of Business Administration in Finance with a minor in Energy Finance from Oklahoma State University. Outside the office, Kevin enjoys staying active through fitness and spending quality time with his wife, Katie, and their daughter, Donna.

CFP® – CERTIFIED FINANCIAL PLANNER® Professional

The CFP® certification is a financial planning credential awarded by the Certified Financial Planner Board of Standards Inc. (the “CFP Board”) to individuals who meet its education, examination, experience and ethics requirements. Eligible candidates are generally required to have three years of financial planning related experience and possess a bachelor’s degree from an accredited U.S. college or university. Certificants are further required to complete a CFP Board-Registered Education Program (or possess a qualifying professional credential), clear a personal and professional background check, and pass the CFP Certification Examination, a ten-hour multiple choice exam divided into three separate sessions. In order to maintain the certification, CFP designees must also complete at least 30 hours of continuing education every two years on an ongoing basis

Quotient Wealth Partners, LLC (“QWP”) is an SEC-registered investment adviser. Registration does not imply a specific level of skill or training. QWP’s website is for informational purposes only and should not be viewed as a solicitation, transaction offer, personalized investment advice, nor tax or legal advice. Statements about future possibilities are aspirational and not guaranteed. Investing involves risks, including the loss of principal. Past performance does not predict future results.

For details on QWP’s services, business operations, and fees, refer to our Form ADV available upon request or through the SEC’s Investment Adviser Public Disclosure website. Information from unaffiliated third parties is provided for convenience only and may not be accurate or complete. For important disclaimer information click here.