Jonathan Wylie
- Sr. Wealth Advisor
- BCU Wealth Advisors, LLC
School Information
School: UW Oshkosh
College Major: Business
Years at College Works: 2013
Career Information
Working For: BCU Wealth Advisors, LLC
Title: Sr. Wealth Advisor
Industry: Finance
Brief Description of Duties / Responsibilities:
Financial Planning Focus • Comprehensive financial and investment planning approach • A member-owned Fiduciary serving in your best interest Technology & Tools • Innovative tools to keep your plan in focus through deep analytics • Online tracking to monitor investment performance • Personal financial website to consolidate and simplify your life Investment Philosophy • A focus on Asset Allocation and Diversification • Core and Satellite investment approach with various investment vehicles supported by academic research • Access to renowned investment managers and boutique firms to allow us to broadly diversify your assets Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC).
What Has Been Your Proudest Accomplishment Post-CWP?Obtaining my current position at Acuity.
College Works Career Impact
In one sentence, what has CW meant to you?
College Works Painting helped me realize the potential I have to be successful in my professional career.
How did your CW experience impact your career? Immediately after graduation? Now?
College Works Painting gave me the confidence that I could go after any job I wanted.
What was the greatest lesson you learned from your CW experience?
No matter how stressful a situation is, you just need to take a step back and relax.
Advice
What advice do you have for potential CW participants? Current CW participants?
Only commit to the College Works Painting internship program if you’re 100% in. You cannot do it half-hardheartedly. If you commit, you will see personal development.
What’s your best advice for someone interested in entering your career field?
Maintain your work ethic.
What’s your favorite memory from CW?
Cancun
Last words of wisdom?
Don’t ever lose sight of what’s most important.