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K.C. Wilson

Senior Portfolio Analyst

 K.C. Wilson is a financial expert by day and a slalom skiing champion by weekend. As a Senior Portfolio Analyst and Financial Advisor at CPS Investment Advisors, K.C. seamlessly balances his professional dedication to trading and advising with his passion for water skiing. His unique blend of financial acumen and athletic prowess makes him a standout in both fields. Since joining CPS Investment Advisors in 2016, after earning his degree in Business Administration and Accounting from Florida Southern College, K.C. has been dedicated to helping clients achieve their financial goals. As a Certified Financial Planner™ (CFP®), he manages trading activities and oversees portfolios, focusing on account analysis, trading execution, portfolio maintenance, and reconciliation. Additionally, K.C. plays a critical role in developing and refining the technology used for trading, management, and enhancing the overall client experience. 

K.C. is not just committed to his clients but also to continuous professional growth. He plans to pursue an MBA to further enhance his ability to serve clients and the community, reflecting his passion for financial success. Raised in central Florida, K.C. turned a family tradition of water skiing into a professional endeavor. Alongside his brother, K.C. has competed internationally and coached others, achieving notable accolades such as two Collegiate National Slalom Championships, the Junior World Slalom Champion title, and setting a Junior US National Slalom Record. For more on his skiing journey and exciting videos, visit thewilsonbros.com.