Broker Check

Team

FIRM HISTORY

Founded in 1981 by K. Ted Wilson, Wilson Investment Group is independently owned and operated. Our firm was founded with the intention of assisting investors in every aspect of financial services. Today, we work closely with each and every client to help them reach their personal or business financial goals.

Our staff consists of experienced professionals that promote a "hands on" approach to service. We currently have five full time financial planners, who are Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., in our office, including three Certified Financial Planner™ practitioners.

 

Brad C. Wilson

brad@wilsoninvestmentgroup.com

Brad C. Wilson joined the Wilson Investment Group in the fall of 1998 and has since been coordinating the financial planning needs of his clients. His “serve first” philosophy has been the focus of his practice....

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C. Blake Prestridge

Client Relations Manager

blake@wilsoninvestmentgroup.com

Blake Prestridge joined Wilson Investment Group in the spring of 2013 and is dedicated to providing a high level of service to the firm’s clients. He is passionate...
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Hope H. Brackin

Office Manager

hope@wilsoninvestmentgroup.com

Hope H. Brackin joined Wilson Investment Group in May of 1990. She brings outstanding compliance, management and organizational skills to the firm....
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K. Ted Wilson, CFP®

kted@wilsoninvestmentgroup.com

K. Ted Wilson is a financial planner and Registered Principal. He has worked in the financial services industry since 1965, when he began his career in commercial banking.....

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Keith L. Pridgen

keithp@wilsoninvestmentgroup.com

Keith L. Pridgen, a financial planner and Registered Principal, uses a holistic approach in helping clients reach their financial goals. Identifying solutions, assessing risk tolerance, and walking clients through the various steps is criti

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Matthew R. Clegg, CFP®

matt@wilsoninvestmentgroup.com

Matthew R. Clegg joined Wilson Investment Group in 2001 to provide customized strategies to his clients. His ability to make the most complex of financial issues simple to understand serves as a key component of his practice...

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Monica Venable

Client Service Specialist

monica@wilsoninvestmentgroup.com

Joining Wilson Investment Group in 2006, Monica Venable specializes in building relationships with clients. She also coordinates responsibilities for the firm as a whole. Monica graduated from Auburn University with a B.S. degree in...
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Richard (Dick) H. Phelan, CFP®

dick@wilsoninvestmentgroup.com

Richard (Dick) H. Phelan has been assisting individuals with their financial direction since 1992, when he joined the Wilson Investment Group. His attention to thorough financial planning has provided him excellent client...

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