Euan Wilson, CFA®, AWMA®, joined Weiser Financial in 2022, and serves as the team’s portfolio analyst. He facilitates trading, portfolio development and maintenance, and investment reviews and analytics; all with the aim of meeting client needs through goals-based planning. Previously, Euan spent seven years at the 5th Avenue Midtown Manhattan branch of Merrill Lynch in New York City, where he became a CFA Charterholder in 2018, and attained the AWMA designation in 2019. He enjoys tennis, cooking classes, stand-up comedy, reading and writing, and really good restaurants. He and his wife Michal reside in Columbus, Ohio.