Wilson Wealth Management Group, L. L. C.

Marcus Johnson is a financial advisor with Wilson Wealth Management Group, LLC, holding a Series 66 designation and 12 years of industry experience. Prior to joining Wilson Wealth Management in 2021, he worked at Mutual of Omaha Insurance Company and Edward Jones. Outside of his advisory role, Marcus is also a saxophonist and leads 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 employs a blend of model and customized portfolios, combining technical analysis with longer-term passive strategies, and offers comprehensive financial planning, estate planning coordination, and insurance solutions.

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.

Jonathan Bolston is a financial advisor with Wilson Wealth Management Group, L.L.C. in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His work history includes roles at Empower Financial Services, Fort Bend ISD, the University of Houston Systems, and Edward Jones, among others. 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 offers investment management, comprehensive and hourly financial planning, and insurance and annuity solutions, combining model portfolios and customized stock portfolios with a focus on both technical analysis and longer-term passive ETF strategies.

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.

Brian Willis is a financial advisor at Wilson Wealth Management Group, L.L.C. in Charlotte, NC, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services, Massmutual Life Insurance Company, and MetLife Securities Inc. Outside of financial services, Willis owns a drone video and photography business. Wilson Wealth Management Group is a team-based RIA serving high-income and high-net-worth clients, business owners, and early-career investors. The firm offers investment management and financial planning using a blend of model and customized portfolios, technical analysis, and passive ETF strategies, along with insurance and annuity solutions integrated through third-party platforms.

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.