Client Access  |  Careers & Advisory Teams
Client Account Specialist

Eva Wilson

Client Account Specialist

With a passion for helping people feel confident and cared for, Eva partners with clients and teammates to help ensure a smooth, positive experience every step of the way. As a Client Account Specialist, Eva handles everything from paperwork to financial planning tasks with precision, always aiming to make the process feel easy and personal. 

“Being an advocate means supporting our clients beyond just their financial goals; it means caring about their overall well-being. I take the time to truly listen, understand their unique needs, and build lasting relationships rooted in trust and empathy. My goal is to contribute meaningfully to their lives, helping them feel more confident and secure in their financial journey.”

Prior to joining JNBA, Eva worked in a client service role at another local financial advisory firm for five years. Eva began her career in healthcare after receiving her Bachelor of Science Degree in Exercise Physiology from Concordia University Wisconsin.

In her free time, Eva enjoys cooking, reading, knitting, and of course, spending time with family and friends.