Charlotte, NC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Wilson Wealth Management Group, L. L. C.
Team
Firm-wide stats for Wilson Wealth Management Group, L. L. C.
About
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.
Expertise
Location
Charlotte NC
Advisors at this office
4
Advisors at this office
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.
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.
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.
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.
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