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Bonnie Wilson

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About Bonnie

[vc_empty_space height="30px"][vc_column_text css_animation="fadeInUp"]Welcome! My name is Bonnie Wilson, and I am the Operations & Client Services Supervisor at E&E Financial Services, Inc.

I have over 30 years of experience in the financial industry, specializing in operations and client services. Throughout my career, I’ve had the opportunity to work with large financial corporations and smaller, independent firms. I’ve found my greatest professional fulfillment with the smaller firms, where the central focus is on understanding and prioritizing clients' financial and retirement goals.

At E&E Financial Services, we are guided by a client-first philosophy, placing the needs and objectives of our clients at the forefront of everything we do. Our mission is to provide personalized, professional service that helps each client achieve their financial goals.

When I am not in my office, you will find me walking with my husband of 33+ years and our “grand dogs” or in the kitchen cooking for family and friends.[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column]

Request a Consultation

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E&E Financial Services

E&E Financial Services (“E&E Financial”) dba of Axxcess Wealth Management, LLC ("Axxcess") is a registered investment advisor ("RIA"). Axxcess is located in the State of California. E&E Financial Services provides investment advisory and related services for clients nationally. E&E Financial Services will maintain all applicable registration and licenses as required by the various states in which E&E Financial Services conducts business, as applicable. E&E Financial Services renders individualized responses to persons in a particular state only after complying with all regulatory requirements or pursuant to an applicable state exemption or exclusion.
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