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Eric Samuel Wilson

Advisor at Wealth Enhancement Advisory Services, LLC — Macon, GA

Updated today

Credentials

Series 63, Series 65

Experience

31 years

Location

Macon, GA 31210

Wealth Enhancement Advisory Services, LLC logo

Wealth Enhancement Advisory Services, LLC

Enterprise

Total advisors

1,006

Across 314 offices

Clients per advisor

81 High

Avg AUM per client

$1,378,035 Very High

HNW client ratio

34% High

About

Eric Wilson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley, Raymond James Financial Services, and Advisory Services Network, LLC. Outside of his advisory work, he also sells life and long-term care insurance and serves as a notary. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and a range of program offerings such as financial planning, asset management, and specialized retirement consulting.

Client services

Based on Wealth Enhancement Advisory Services, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Erisa 3(38) investment manager

Expertise

Based on Wealth Enhancement Advisory Services, LLC

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Wealth Enhancement Advisory Services, LLC

Executive Founder/Business Owner Retired

Demographic focus

Based on Wealth Enhancement Advisory Services, LLC

HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)

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Fee options

Fixed

Flat fees from $250 to $50,000 for financial planning and consulting services

Percentage

$0 - $999,999 or less: 1.50% annually $1,000,000 - $2,000,000: 1.25% annually $2,000,000+: 1.00% annually

Commissions

Hybrid advisors may earn commissions on securities sold through brokerage accounts; commissions vary by product

Project-based

Hourly fees up to $600 per hour for financial consulting/planning services

Other

Minimum fee: Minimum annual fees may apply, for example, $40 to $65 minimum annual per account platform fees; minimum annual fee may be waived at WEAS's discretion Fee-only: Financial planning fees up to $25,000; hourly fees up to $600 per hour; flat fees from $250 to $50,000

Location

See office

Macon, GA

6501 Peake Rd, Building 300

Macon GA 31210

Advisors at this office

1

Most active in

Georgia · Texas

Work history

31 years of industry experience

Wealth Enhancement Brokerage Services

2023 - Present • 3 years

Macon, GA

WEALTH ENHANCEMENT ADVISORY SERVICES

2023 - Present • 3 years

Macon, GA

Wealth Enhancement Group

2023 - Present • 3 years

Macon, GA

LPL Financial LLC

2023 - 2025 • 2 years

Macon, GA

Advisory Services Network, LLC

2017 - 2023 • 6 years

Atlanta, GA

Calton & Associates, Inc

2017 - 2023 • 6 years

Macon, GA

Raymond James Financial Services Advisors INC.

2017 - 2017 • 1 year

Macon, GA

Raymond James Financial Services, inc.

2017 - 2017 • 1 year

Macon, GA

Morgan Stanley

2010 - 2017 • 7 years

Macon, GA

Merrill

2000 - 2010 • 10 years

Macon, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jacob B

Series 63, Series 66

Forsyth, GA

Binnerinvestments

Jacob Binner is a financial advisor at BinnerInvestments with four years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity, Merrill Lynch, and E*Trade Securities. BinnerInvestments provides ongoing portfolio management and standalone financial planning for individual and high-net-worth clients. The firm’s investment approach combines multiple analytical methods to construct diversified portfolios and typically manages discretionary assets while delivering quarterly reports and written investment policy statements.

College savings (529s, UTMA, etc.) Life insurance needs analysis Cash flow / budgeting
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Britian B

Series 65, Series 66

Macon, GA

Bickley Investments, LLC

Britian Bickley is the sole advisor at Bickley Investments, LLC, based in Macon, GA. He holds Series 65 and Series 66 licenses and has 10 years of industry experience. Prior to his advisory role, he has been a homemaker since 2013. Bickley Investments focuses on financial planning and discretionary investment management for high net worth and ultra-high net worth individuals. The firm employs a passive, low-cost investment strategy centered on market-tracking index ETFs and select mutual funds, guided by a client-specific Investment Policy Statement.

Passive / index investing General retirement planning
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Delmas W

Series 65

Macon, GA

Wilson Wealth Stewardship

Delmas Wilson is a Series 65-licensed financial advisor with 14 years of industry experience. He has worked at Wilson Wealth Stewardship since 2018 and previously spent nine years at Christy Capital Management. Wilson is individually licensed to sell fixed insurance products in Georgia. Wilson Wealth Stewardship provides advisory and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages approximately $58.9 million for about 155 clients, typically implementing portfolios through platform-approved sub-advisers and co-advisors while monitoring performance and offering tailored advice.

College savings (529s, UTMA, etc.)
user avatar

Todd G

Series 65

Macon, GA

J. L. Perkins Wealth Management, LLC

Todd George is a financial advisor at J. L. Perkins Wealth Management, LLC in Macon, GA, holding a Series 65 designation. He has prior experience with Revolt Financial, Cetera ADVISORS LLC, Totus Wealth Management, Capstone Financial/MassMutual, Coldwell Banker Real Estate, and the Houston County Board of Education. J. L. Perkins Wealth Management serves individual investors and retirement plans through a manager-of-managers approach, relying on model and third-party manager relationships rather than direct stock selection. The firm provides due diligence, periodic reviews, and discretionary allocation among outside managers while also operating as a licensed insurance agency.

Passive / index investing Active portfolio management
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Lucinda D

Series 63, Series 65

Macon, GA

CFS Wealth Management

Lucinda Dallas is a financial advisor at CFS Wealth Management with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with CFS Wealth Management since 2010. Outside of her advisory role, she is a minority owner of a family business, Top Level, L.L.C., in a passive capacity. CFS Wealth Management provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, couples, and business owners. The firm emphasizes capital preservation and uses third-party research to guide portfolio construction, managing approximately $158.7 million primarily in discretionary accounts.

General retirement planning Wealth management
user avatar

Randall N

Series 63, Series 65

Macon, GA

Smith, Brown & Groover, Inc.

Randall Norris is a financial advisor at Smith, Brown & Groover, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with his current firm since 2010. Outside of his advisory role, he provides consulting services in board governance, profitability, and tax planning through Southeastern Management Coop, Inc. Smith, Brown & Groover, Inc. offers discretionary investment advice and portfolio management to individuals, trusts, estates, charitable organizations, and corporations. The firm emphasizes tailored portfolio construction and continuous account supervision, combining charting, fundamental, and technical analysis while generally holding individual equities for the long term.

Annuities
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