The Wilson Way:

Family, Trust, and Long-Term Thinking

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Who we are

At Wilson Financial Group, our mission is to get to know you and understand your needs, wants and long-term goals. We want to help you develop, implement and monitor a strategy that’s designed to address your individual situation. We believe in thinking outside the box, and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment and effort are focused on you, the client, and your satisfaction.

Over 30 Years of Experience You Can Count On

Families often ask, “How experienced is Wilson Financial Group?” For more than three decades, we have helped individuals and couples navigate retirement transitions, market cycles, tax law changes, and multi-generational planning decisions. That experience matters—especially when guiding clients through complex financial milestones. Our team includes credentialed professionals, including Certified Financial Planner™ practitioners, and operates under a fiduciary standard—meaning your interests come first, always. We are affiliated with Cambridge and recognized as a SmartVestor Pro firm, reflecting our commitment to disciplined, values-based planning.

Wilson Financial Group's

Core Values

At Wilson Financial Group everything we do is guided by these 5 core values:

Family

Accountability

Trust

Kindness

Commitment

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Les Wilson

Founder, President, Senior Advisor

The youngest of nine siblings, Les Wilson grew up in a single-parent household after the passing of his father. Watching his widowed mother pick up the pieces and work tirelessly to make ends meet helped instill in Les a strong work ethic — and an understanding of the true meaning of family.

“We didn’t have a lot financially, but what we did have was a whole lot of love,” Les recalls. “My passion for my career comes from what my family did without. With a little bit of planning, we could’ve had a completely different outcome growing up.”



Les is a financial professional who can offer both insurance and investment products and services. Before establishing Wilson Financial Group in 1992, he worked in the automotive industry at his family’s business. Starting his own young family with his wife, Angela, spurred Les to pursue financial services. “What I found was a career so satisfying, challenging and rewarding and one that is so much more than just a job,” he said. “I get to help people finish their dreams.”


Family is at the heart of who Les is both inside and out of the office. He and Angela have two adult sons — Garrett and Carter — and both have joined the Wilson Financial Group team. Whether it’s traveling, relaxing by the pool or working out at the gym, Les’ free time is spent mostly on activities he can enjoy with his wife and sons. A lifelong resident of Gastonia, North Carolina, Les also enjoys rooting on the Carolina Panthers, Carolina Hurricanes and North Carolina Tarheels in person any chance he gets.

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Garrett Wilson, CFP®

Associate Advisor

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Barbara Mull

Financial Advisor

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Ashley Schultz

Director of Operations

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Carter Wilson

Financial Services Associate

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Patti Bollinger

Client Experience Associate

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Robbie Bass

Financial Services Associate

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Adam Henley

Client Service Associate

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Susan Bumgardner

Client Service Associate

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Wanda Bowen

Client Service Associate