If you’re lucky enough to do well, its your responsibility to send the elevator back down
— Kevin Spacey

We have a collective experience in finance that spans over two decades and includes extensive knowledge of investing, financial operations, insurance, and asset management for both individual and institutional investors. 

 The firm takes an innovative approach to working with clients, and prides itself on its approach to both educate as well as implement sound investment strategies.

The firms’ core values of Integrity, Strength and Excellence are at the heart of every relationship that it builds. 

“We care about the lives of the people we work with, and we’ve built a practice that incorporates education on the essentials of wealth building, with sound investment strategies to help our clients build wealth and manage risk.  We provide our clients with a truly holistic way of achieving their goals.  At Papillon Financial, we believe that a healthy financial portfolio can support you through many elements of change in your life, and we are dedicated to helping our clients build wealth as life changes.”


Favorite Quote

You gain strength, courage, confidence, by every experience in which you really stop to look fear in the face. You are able to say to yourself, I have live through this horror. I can take the next that comes…You must do the thing you think you cannot do.
— Eleanor Roosevelt

I am a proud Jersey girl from Montclair, NJ.  However, for a few years I traded in the city lights to learn some southern hospitality. I attended North Carolina Central University, where I graduated with a Bachelors of Business Administration (BBA) with a concentration in Marketing.  

Upon graduation I entered the banking industry and later became engulfed in learning more about personal finance and investment management.

My entrepreneurial bug was ignited when I became the lead financial representative, assisting in the growth of a start up State Farm agency in Durham, NC.

As my career progressed, I held various financial advisory roles, which also included hybrid sales/management positions. My diverse background gives me the ability to assist my clients with not only understanding a seemingly complex industry,  but also helping them make better decisions about their financial lives. 

Upon moving back to the NYC area in 2011, I headed to Merrill Lynch and then to a boutique wealth management firm located on Wall St. There, I met my business partner Shurnette Henry, and with our common vision and passion, created Papillon Financial.

I am an avid cyclist, fitness coach, and overall active person! I love traveling and spending time with my family and friends.  I am a member of Delta Sigma Theta Sorority Inc, a previous mentor with the Ben Applebaum Foundation in NYC and a previous Financial and Entrepreneurship Facilitator with the New York Mission Society.

My goal in life is to empower others to challenge themselves to make their visions a reality!

 
Phone: 646-926-0760 Email: dlwilson@papillonfinancial.com Education: Bachelors of Business Administration (BBA), North Carolina Central University, Durham, NC Investment Licenses: Series 7, 63,66 (Registered Representative & Registered Investment Advisor)

Phone: 646-926-0760 Email: dlwilson@papillonfinancial.com

Education: Bachelors of Business Administration (BBA), North Carolina Central University, Durham, NC

Investment Licenses: Series 7, 63,66 (Registered Representative & Registered Investment Advisor)


Favorite Quote

For I know the plans I have for you…plans to prosper you…plans to give you hope and a future.
— Jeremiah 29:11, Holy Bible. NIV
Phone: 917-208-8065 Email: shenry@papillonfinancial.com Education: Specialized Honors B.A. in International Relations and Comparative Politics, York University, Toronto Canada Investment Licenses: Series 7,9,10, & 63 (Registered Representative) 

Phone: 917-208-8065 Email: shenry@papillonfinancial.com

Education: Specialized Honors B.A. in International Relations and Comparative Politics, York University, Toronto Canada

Investment Licenses: Series 7,9,10, & 63 (Registered Representative) 

Moving to New York from Toronto Canada was one of the scariest things I’d ever done.  I was taking a chance with no assurances and leaving the comfortable and familiar life that I’d always known. 

However, if I had not made this life transition, I would not be on this amazing journey of equipping people with the right financial tools so that they can live their own dream.

After 15 years in finance holding various trading, managerial, operations and account management roles, I feel most gratified by the opportunity to work as an advisor to clients who trust me to guide them toward financial strength.

In addition to managing my clients’ assets, I’m passionate about education, which is why we’ve created our signature program “PEAK” (Proactively Educating & Acquiring Knowledge).  Since we launched, we’ve seen a high success rate, and the momentum is growing.

When I’m not managing assets or teaching others about financial wellness, I’m reading a good book or watching a great movie.  I’m spending time with my family and finding new ways to make my little cousin laugh.  Just loving life, and wanting others to enjoy it just as much as I do!

 

Financial success as well as most success in life, is not about perfection, it’s about direction
— Donald Lynn Frost

We created our advisory practice to effect change in the markets that we serve, and we want to help you experience lasting financial independence in all aspects of your life.  Therefore, it is important that we work side by side with you to ensure we understand your financial goals, and build the right strategies to help you achieve them. 
 

Understanding the decisions that you make in your financial life, will empower you to remain in the drivers’ seat of your wealth building strategies.
 
We believe that knowledge is one of the most powerful tools that an individual can have. That is why we created PEAK, our wealth education program, that teaches individuals the fundamentals of money management and investing.  

Since many of us are not formally taught what it means to manage money and invest, we actively teach these fundamentals to empower you to make more informed investment decisions.  

Do you want to spend the rest of your life selling sugared water or do you want a chance to change the world
— Steve Jobs

Established in 1987 to better serve the representatives of Tomorrow’s Financial Services, Inc., TFS Securities, Inc. continues to be one of the fastest-growing and financially solvent broker dealers in the country. TFS Securities, Inc. is a member of FINRA, MSRB, SIPC, National Society of Compliance Professionals, Better Business Bureau, and Chamber of Commerce and is licensed to transact business in all 50 states, the District of Columbia, and Puerto Rico.

TFS Securities, Inc. is a full-service broker dealer serving professionals in the financial services industry. TFS Securities, Inc. has grown to over 325 representatives servicing over 100,000 clients nationwide.

Tomorrow's Financial Services, Inc. is a financial services organization offering a full line of insurance and investment products along with mortgages and comprehensive financial planning services.

TFS Securities clears through Pershing, LLC which is one of the largest clearing firms in the country.

 

For more information about TFS Securities, LLC please visit, www.tfsweb.com.

For more information about Pershing, LLC, please visit www.pershing.com.