Beth Wilson has been an investment adviser representative at Poulos Advisors since October 2010, and is not listed among the firm’s executive officers or direct owners. Beth Wilson holds an Associate's degree from the University of New England, a Bachelor's degree from the University of New Hampshire, a Tax Accounting Certificate from Champlain College and a Financial Planning Certificate from Boston University.
Poulos Advisors, Inc. is a South Burlington, VT firm with $150M under management, 121 clients and 2 advisers across 4 offices, as of its February 2026 filing.
Beth Wilson works at Poulos Advisors, where she delivers financial planning solutions for individuals, families in transition, families with special needs children and business owners.
- Poulos Advisors, Inc.Current– present · 16 yearsSouth Burlington, VT · Adviser representative · Firm CRD 141905
Professional designations
Listed by Poulos Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Beth Wilson is registered as an investment adviser representative in Vermont, since October 2010.
- VermontSince 18 October 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 September 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Beth Ann Wilson
- CRD
- 5847933
- Firm
- Poulos Advisors · CRD 141905
- Office
- 1233 SHELBURNE ROAD, C-4, South Burlington, VT 05403
- Registration
- Investment adviser registration
- In the industry since
- October 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- poulosadvisors.com
Where does Beth Wilson work?
Beth Wilson is an investment adviser representative registered through Poulos Advisors, Inc. since October 2010, and is not listed among the firm’s executive officers or direct owners.
Is Beth Wilson a financial advisor?
Yes. Beth Wilson has a current investment-adviser registration in Vermont, through Poulos Advisors since October 2010.
How many years of experience does Beth Wilson have?
Beth Wilson has 16 years in the financial industry, since October 2010, across 1 adviser firm.
What exams has Beth Wilson passed?
Beth Wilson passed the Series 65 in September 2010.
Where is Beth Wilson based?
Beth Wilson’s registered office is in South Burlington, VT.
Is Beth Wilson registered with FINRA?
No. Beth Wilson has no current broker registration.
Is Beth Wilson a CFP?
Poulos Advisors lists Beth Wilson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Beth Wilson’s record?
Search CRD 5847933 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Beth Wilson’s full registration record.
