Our team of experienced professionals is willing to do the work to find any answers you may need. Whether we have to call one or even ten different companies to secure the information you’re looking for, we are more than willing to put in the work to help our clients. Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through the complex world of financial services. Our firm believes that it is beneficial for our clients to get opinions from several sources with diverse backgrounds, education, and experience, and that belief has led us to develop the talented team we have today. We invite you to discover and experience the power of what we can offer you by taking a look at the services that we are able to provide.
Lesley "Les" Wilson
Senior Associate
(704) 864-3863
As a financial professional, Les Wilson creates value for clients by providing them with the professional experience necessary to help them achieve their financial goals, and offering ongoing service and advice as their needs change...
Garrett Wilson
Junior Associate
(704) 864-3863
I joined the Wilson Financial Group team full-time as a Junior Associate in June of 2022. Prior to working at the firm, I graduated from Campbell University, where I majored in trust and wealth management and minored in financial...
Patti Bollinger
Client Service Associate
(704) 864-3863
As a Client Service Associate at Wilson Financial Group, I specialize in client services, administrative management, and receptionist duties. I prioritize customer care and client relations on a daily basis so that the people we work...
Carter Wilson
Client Service Associate
As a Client Service Associate at Wilson Financial Group, I specialize in client services, administrative management, and receptionist duties. I prioritize customer care and client relations on a daily basis so that the people we work...
Heidi Ewing
Client Service Associate
(704) 864-3863
As a Client Service Associate at Wilson Financial Group, I specialize in client services, administrative management, and receptionist duties. I...
Focused On You – And Only You
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs for today and many years to come. We look forward to working with you!