As a financial professional, I create value for clients by providing them with the professional expertise necessary to help them achieve their financial goals. I offer ongoing service and advice as their needs change as a display of care for each of my clients. I strive to go above and beyond to make the client happy and feel special. More specifically, I specialize in helping to develop financial solutions for individuals, families, and business owners. In order to help implement these solutions, I offer a variety of strategies, services, and products, which include holistic planning, financial need analysis, life insurance, annuities, and investments, as well as college, business, estate, and retirement planning.
Prior to beginning my career in the financial services industry, I attended both Central Piedmont Community College and Gaston College, where I majored in business finance. I have been in the business since 1992, and since then, I have gained over 30 years’ experience in the insurance and financial services industry. I am committed to professional education to better serve his clients, and I currently hold the advanced designation of Life Underwriting Training Council Fellow (LUTCF) Certified Plan Fiduciary Advisor (CPFA).
I am proud to be recognized for my achievements. Over time, I have earned numerous sales and service awards throughout my career, including the company’s Elite Council1, President’s Council1, Premier Partner2 and many other top Club Awards. I am also a three-time Triple Crown recipient of the Crystal Eagle Award3. Because I am active in the industry, I decided to become a qualifying member of the Million Dollar Round Table4 as well. I was also proud to serve as Past President of the Gaston County Association of Life Underwriters, as well as a member of the Nation Association of Insurance and Financial Advisors. I also served both on the board of the Small Business Council and as an Ambassador of the Gaston Chamber of Commerce.
I have been married to my wife, Angela, since 1992, and together we have two sons: Garrett, who graduated from Campbell University in 2022 and is working full time at the firm, and Carter, who is currently attending NC State.
1This award is an internal recognition determined by annual sales amounts.
2The Premier Partners® Program represents a superior level of achievement earned by financial professionals and field managers for their commitment to client service, professionalism and business production.
3Les Wilson earned The Crystal Eagle Award on 01/01/23 for the calendar year of 2022. This is an annual, internal award recognizing the top leader within the WealthPlan Financial Group office and is based on being a leader of combined business in GDC (gross dealer concessions), brokerage and Cambridge production.
4The Million Dollar Round Table membership is independently produced by The Premier Association of Financial Professionals®. Members must meet a certain level of premium, commission or income during the year, they must also adhere to strict ethical standards. They must love helping others with their financial needs and ensuring that they are prepared in the event of a catastrophe. There is a commission fee to be a member and members must apply. The Million Dollar Round Table membership is independently produced by The Premier Association of Financial Professionals. Members must meet a certain level of premium, commission or income during the year and must also adhere to strict ethical standards. Les applied for membership and a fee of $600.00 was paid to be a member. There were no fees to promote the membership.