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Influential Woman · Wealth advising and finance
Mitzie Wilson
Vice President and Wealth Advisor, Farther
Atlanta, GA 30326
Her Story
About Mitzie
Mitzie Wilson is a Vice President and Wealth Advisor at Farther Finance, where she helps individuals and families build, preserve, and transition wealth with confidence as they prepare for and navigate retirement. With more than 20 years of experience in banking, finance, and wealth management, she brings a comprehensive understanding of financial planning, investment strategies, and client-centered advisory services. Throughout her career, she has advanced through a variety of roles spanning customer service, wire operations, and commercial real estate underwriting, developing a broad perspective that allows her to deliver thoughtful, personalized financial guidance. Her primary area of expertise is alternative investments, and she is committed to helping clients make informed decisions that support their long-term financial goals.
Mitzie's commitment to professional excellence is reflected in her industry credentials, including the Certified Financial Planner™ (CFP®), Retirement Income Certified Professional® (RICP®), and Accredited Wealth Management Advisor℠ (AWMA®) designations. She earned a bachelor's degree in Business Administration from the University of Pittsburgh and a master's degree in Real Estate Investment and Development from New York University. In addition to her advisory work, she is an active member of the Atlanta Commercial Board of Realtors and the Atlanta chapter of the Association of Fundraising Professionals, while also serving as a representative for the first diverse representation of Black leaders worldwide. Her approach to wealth management is grounded in trust, integrity, and the belief that every client deserves the same level of care and attention she would give her own financial future.
Beyond her professional practice, Mitzie is a passionate advocate for financial literacy and increasing diversity within the financial services industry. She is the author of Anonymous, a book that explores the important topics of trust, wills, privacy, and secrecy, offering readers valuable insights into protecting their legacy. She is especially dedicated to encouraging more women to pursue careers in financial advising, recognizing both the growing need for female advisors and the unique financial challenges women often face throughout their lives. Mitzie attributes her success to genuinely caring for her clients, providing sound, objective advice, and always putting their best interests first.
Her Interview
Ten minutes with Mitzie
01What do you attribute your success to?
I care, I will give the best advice I can - you can decide to listen or not, but I am going to give it so I can sleep at night. I treat your money like it is my own.
02What advice would you give to young women entering your industry?
Go into the investment side, financial advisors- there is a low number of woman advisors and woman are a going to be in need of service since they live longer and will be left with money
03What are the biggest challenges or opportunities in your field right now?
Alternative investing more opportunity for the average person
04What values are most important to you in your work and personal life?
Competency, respect, trust, relationships, integrity
Her Content Hub
Articles by Mitzie
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