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Marcus J

Series 66

Nashville, TN

Wilson Wealth Management Group, L. L. C.

Marcus Johnson is a financial advisor with Wilson Wealth Management Group, L.L.C. in Nashville, TN, holding a Series 66 designation and 12 years of industry experience. He has worked at Wilson Wealth Management Group since 2021 and maintains affiliations with Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services. Outside of financial advising, Johnson is a saxophonist and is involved with Marcus Johnson Music. Wilson Wealth Management Group is a team-based RIA serving high-income and high-net-worth individuals, families, business owners, and early-career investors. The firm combines model portfolios and customized stock portfolios using technical analysis and longer-term passive ETFs, offering investment management, financial planning, estate planning coordination, and insurance and annuity solutions.

General retirement planning College savings (529s, UTMA, etc.) Debt management Retirement income strategy Founder/Business Owner
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Theodora M

Series 65

Charlotte, NC

Wilson Wealth Management Group, L. L. C.

Theodora Mbuyu is a financial advisor at Wilson Wealth Management Group, L.L.C. in Charlotte, NC, holding a Series 65 designation with one year of industry experience. Her prior roles include work with Big Brothers Big Sisters and Teach for America, reflecting a background in nonprofit and educational settings. Wilson Wealth Management Group is a team-based RIA serving high-income and high-net-worth individuals, families, business owners, and early-career investors. The firm employs a combination of model and customized portfolios using technical analysis alongside passive ETF allocations, and offers financial planning, estate planning coordination, and insurance and annuity solutions.

General retirement planning College savings (529s, UTMA, etc.) Debt management Retirement income strategy Founder/Business Owner
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Jonathan B

Series 66, Series 63

Charlotte, NC

Wilson Wealth Management Group, L. L. C.

Jonathan Bolston is a financial advisor with Wilson Wealth Management Group, L.L.C. in Charlotte, NC, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His background includes roles at Empower Financial Services, Fort Bend ISD, and the University of Houston Systems, among others. Wilson Wealth Management Group serves high-income and high-net-worth individuals, families, and business owners, as well as early-career investors. The firm employs a combination of model portfolios and customized stock selections, integrating technical analysis with longer-term passive ETF strategies, and offers comprehensive financial planning and insurance solutions.

General retirement planning College savings (529s, UTMA, etc.) Debt management Retirement income strategy Founder/Business Owner
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Christopher W

Series 65

Clarksville, TN

Wilson Wealth Management Group, L. L. C.

Christopher Watson is a financial advisor at Wilson Wealth Management Group, L.L.C. He holds a Series 65 designation and has two years of industry experience. Prior to joining Wilson Wealth Management Group, he worked at Johnson Capital Planning for seven years and Regions Financial Corporation for five years. Outside of his advisory role, he is a co-owner of Credit Bros LLC, a credit counseling business. Wilson Wealth Management Group is a team-based RIA that serves high-income and high-net-worth individuals, families, business owners, and early-career investors. The firm combines model portfolios and customized stock portfolios using technical analysis alongside longer-term passive ETF strategies, and provides comprehensive financial planning, estate planning coordination, and insurance and annuity solutions.

General retirement planning College savings (529s, UTMA, etc.) Debt management Retirement income strategy Founder/Business Owner
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Brian W

Series 65, Series 63

Charlotte, NC

Wilson Wealth Management Group, L. L. C.

Brian Willis is a financial advisor at Wilson Wealth Management Group, LLC with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including MassMutual Investors Services and MetLife Securities. Outside of advising, Willis owns a drone business specializing in video and photography and serves as CEO of a business referral firm. Wilson Wealth Management Group is a team-based RIA serving high-income and high-net-worth individuals, families, business owners, and early-career investors. The firm utilizes a combination of model and customized stock portfolios with both technical analysis and long-term passive ETF strategies, supported by comprehensive financial planning and an active insurance brokerage practice.

General retirement planning College savings (529s, UTMA, etc.) Debt management Retirement income strategy Founder/Business Owner
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Maurice W

Series 66

Charlotte, NC

Wilson Wealth Management Group, L. L. C.

Maurice Wilson is a financial advisor with Wilson Wealth Management Group, L.L.C. in Charlotte, NC. He holds a Series 66 designation and has 19 years of industry experience, including over two decades with his current firm. Wilson Wealth Management Group is a team-based RIA serving high-income and high-net-worth individuals, families, business owners, and early-career investors. The firm combines model and customized portfolios with technical analysis and passive ETF strategies, offering comprehensive financial planning, estate planning coordination, insurance, and annuity solutions.

General retirement planning College savings (529s, UTMA, etc.) Debt management Retirement income strategy Founder/Business Owner
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