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Delmas W
Series 65
Macon, GA
Wilson Wealth Stewardship
Delmas Wilson is a financial advisor at Wilson Wealth Stewardship with 13 years of industry experience. He holds a Series 65 designation and previously worked at Christy Capital Management for nine years. In addition to his advisory role, he is individually licensed to sell fixed insurance products in Georgia. Wilson Wealth Stewardship serves individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations, managing approximately $58.9 million for about 155 clients. The firm primarily recommends sub-advisers or co-advisors to manage client portfolios, while it monitors performance and provides consulting on topics such as 529 college savings plans and employer benefits selections.
Adam W
Series 65
Macon, GA
Wilson Wealth Stewardship
Adam Wilson is a financial advisor at Wilson Wealth Stewardship in Macon, GA, holding a Series 65 designation with four years of industry experience. Prior to his advisory role, he was a full-time student and worked at Kathy's Cleaning Company. He is also licensed to sell fixed insurance products in Georgia. Wilson Wealth Stewardship serves individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm offers portfolio management primarily through platform-approved sub-advisers and co-advisors, along with consulting on college savings plans and employer benefits, managing approximately $58.9 million for about 155 clients.
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