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Michael Anthony Wilson

Advisor at SPC — Lanham, MD

Updated today

Credentials

Series 63, Series 65

Experience

31 years

Location

Lanham, MD 20706

SPC logo

SPC

Enterprise

Total advisors

478

Across 263 offices

Clients per advisor

64 Typical

Avg AUM per client

$192,080 Very Low

HNW client ratio

3% Low

About

Michael Wilson is a financial advisor at SPC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Parkland Securities, LLC since 2014 while maintaining his own firm, Wilson & Associates, since 1982. Outside of financial advising, he serves as a board member and partial owner of Nerds to Go, a computer support and repair franchise in the Washington DC metro area. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Client services

Based on SPC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Consultation services

Expertise

Based on SPC

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting

Occupation focus

Based on SPC

Founder/Business Owner Retired Executive

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Fee options

Fixed

Segmented financial plans up to $750; comprehensive plans up to $10,000; ongoing consulting fees capped at $600/month ($1,800/quarter) unless approved otherwise

Percentage

$0 - $500,000 or below: 2.50% (negotiable) $500,001 - $750,000: 1.75% (negotiable) $750,001 - $1,000,000: 1.50% (negotiable) $1,000,001+: 1.25% (negotiable)

Commissions

Commissions earned by registered representatives on securities transactions and insurance product sales (e.g., annuities), separate from advisory fees

Project-based

Up to $300 per hour for financial planning; up to $50 per hour for staff time

Subscriptions

Ongoing consulting services charged as recurring flat fee; capped as noted above

Other

Account minimum: $5,500 Minimum fee: Minimum annual program fee of $30 for SIGMA Managed Accounts; may apply to accounts below $20,000

Location

See office

Lanham, MD

4200 Forbes Blvd Suite 124

Lanham MD 20706

Advisors at this office

1

Most active in

Maryland

Work history

31 years of industry experience

Parkland Securities, LLC

2014 - Present • 12 years

Ann Arbor, MI

Wilson & Associates

1982 - Present • 44 years

Camp Springs, MD

Disclosures

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

Business activities & affiliations

Kevin M

CFP®, Series 65

Washington, DC

Illumint

Hi, I'm Kevin. I'm a financial advisor in Washington, D.C., and the founder & CEO of Illumint. In 2017, I launched Illumint to offer financial planning for Millennials. I specialize in helping our generation answer the question, "Are we going to be ok financially?" For you, this may mean investing more of your savings. Or smartly managing an inheritance. Perhaps you want to put your kids on the right track financially. My work as a Certified Financial Planner™ draws on my past finance experience. I previously held financial roles in the NFL and in the commercial real estate industry. The birth of my first child, though, inspired me to become a financial advisor for Millennials in Washington, DC. Around this time, I noticed that couples like us lacked good options for financial advice. The limited advice that we did receive wasn't specific to our stage in life. And the industry's compensation structure often wasn't in our best interest. I wanted to see more fee-only financial advisors. I wanted to see financial advisors with expertise in student loans and renting vs. buying. I wanted financial planning to start making inherited IRAs, Health Savings Accounts, and 529 plans work for our generation. I work hard to put myself in a position to answer any questions that Millennials have on topics like these. To this end, I serve as a resource for many journalists. Over the years, I've provided insight to the New York Times, Wall Street Journal, Washington Post, CNN, NPR, and NBC News. And I've written for Forbes, Yahoo! Finance, Kiplinger, and Fatherly. I've also worked with employers and brands on a variety of Millennial-driven personal finance events and projects. I've partnered with John Hopkins University, Nestle, and General Assembly, among others. I'm proud to hold an undergraduate business degree from Georgetown University (Hoya Saxa!). I later added an MBA in finance from Georgia Tech (THWg!). Last, but certainly not least, I'm the father of two young boys, who couldn't care less about any of this stuff. They only care that I play with them after school.

Inheritance planning Multi-generational wealth transfer Inherited wealth Gen Y/Millennials (Born 1980-1995) Gen Z (Born 1996-2010)
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Jessica H

CFP®

Silver Spring, MD

Tender Wealth

Jessica Horner is a CFP® professional at Tender Wealth with experience that includes roles at Chevy Chase Trust and JMH Financial LLC. She also runs an after-school program combining ultimate-frisbee instruction with basic financial literacy lessons. Tender Wealth provides financial planning and consulting services to individuals and high-net-worth clients, offering educational seminars and workshops on financial literacy, budgeting, and retirement planning. The firm focuses on comprehensive planning and supports clients in implementing recommendations through custodians or brokers of their choice.

General tax planning
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Raymond G

CFP®

Edgewater, MD

Raymond L. Gazelle Jr.

Raymond Gazelle Jr. is a CFP® professional with 19 years of experience, operating as the sole advisor at his independent firm, Raymond L. Gazelle Jr., since 2005. His background includes providing consulting services to small banks on internal operations and data processing. The firm offers comprehensive financial and investment planning services to individuals as well as corporate and nonprofit clients, frequently collaborating with financial officers or committees. It uses a long-term, strategic portfolio allocation approach focused on asset allocation, diversification, and mutual fund and ETF selection, delivering advice on a consultative, non-discretionary basis without managing client assets.

College savings (529s, UTMA, etc.) General retirement planning Cash flow / budgeting Wealth management
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Timothy W

CFP®, Series 66

Alexandria, VA

Wesling Financial Planning Services Corp.

Timothy Wesling is a CFP®-certified financial advisor with 22 years of industry experience. He is the sole advisor at Wesling Financial Planning Services Corp. in Alexandria, VA, and has worked at Morgan Stanley DW Inc. since 2003. Wesling Financial Planning Services Corp. serves individual clients, including high-net-worth individuals, offering portfolio management, comprehensive financial planning, 401(k) and qualified-plan advisory services, as well as divorce-planning advice and tax preparation. The firm integrates fundamental analysis with both long-term and short-term trading strategies, providing customized Investment Policy Statements and maintaining discretionary trading authority for ongoing engagements.

Divorce financial planning College savings (529s, UTMA, etc.)
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Alexander L

CFA®, Series 63

Bethesda, MD

Noordzee Capital LLC

Alexander Levy is a CFA® charterholder and holds a Series 63 license, currently serving as the sole advisor at Noordzee Capital LLC with one year of industry experience. He has held management roles at Jetway Intel LLC, a news media and market intelligence firm focused on the airline and aerospace industries, and at Noordzee Consulting LLC, which provides research and consulting services. Noordzee Capital offers advisory services mainly to institutional clients, employer retirement plans, family offices, and high- and ultra-high-net-worth individuals, including a significant non-U.S. client base. The firm’s investment approach centers on fundamental analysis supported by economic and technical tools, providing portfolio management, financial planning, retirement plan consulting, and sector-specific research.

Wealth management Active portfolio management Business sale tax planning Founder/Business Owner Executive
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Christopher R

CFP®, Series 63

Chevy Chase, MD

Green View Advisors LLC

Christopher Rhim is a CFP® with 25 years of experience in the financial services industry. He is the principal of Green View Advisors LLC, where he has worked since 2008. The firm provides discretionary asset management, ongoing financial planning, and specialized divorce financial analysis for individual and trust clients. Green View Advisors manages approximately $25.2 million for a small roster of clients, using active management across multiple asset classes tailored through model portfolios and client risk assessments. The firm offers a formal divorce financial analysis service and focuses on individualized client service through a deliberately small client base.

Divorce financial planning College savings (529s, UTMA, etc.)
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