A complete list of active advisors currently associated with Wilson Wealth Management Group, L. L. C.

Warmer can help you find a great advisor at Wilson Wealth Management Group, L. L. C. or one who fits your needs even better.

Wilson Wealth Management Group is a team-based RIA that advises high-income and high-net-worth individuals, families, business owners, and also works with early-career investors such as recent graduates. The firm offers investment management, comprehensive and hourly financial planning, estate planning coordination via a third-party platform, and insurance and annuity solutions. The firm combines model portfolios and customized stock portfolios, using price-based technical analysis to time trades alongside longer-term passive ETF allocations; strategies listed include individual equities, market-cap and sector exposures, thematic investments, and shorter-term trades that may use leveraged ETFs. Financial planning is supported by the RightCapital platform, and the firm can facilitate margin and securities-based lending through certain custodians while conducting periodic reviews and implementing a documented buy–sell protocol. Noteworthy differences from many peers include a regular program of newsletters and market commentaries and an active insurance brokerage practice that sells life, disability, long‑term care products and annuities — including access to commission-free annuities through a third-party marketplace. The firm also documents potential conflicts tied to insurance commissions and provides comparative analyses (e.g., opportunity-cost illustrations) when making insurance recommendations, and it uses technology referrals for estate planning and financial-planning delivery.

To learn more about the advisors currently working at Wilson Wealth Management Group, L. L. C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Wilson Wealth Management Group, L. L. C.'s office locations.

Name	Location	Years of experience
Jonathan Bolston	Charlotte, NC	10
Marcus Johnson	Nashville, TN	12
Theodora Mbuyu	Charlotte, NC	0
Christopher Watson	Clarksville, TN	2
Brian Willis	Charlotte, NC	19
Maurice Wilson	Charlotte, NC	19

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