Who We Are Matthew R. Clegg, CFP® Partner email@example.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... Read more Brad C. Wilson Partner firstname.lastname@example.org 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.... Read more Richard (Dick) H. Phelan, CFP® email@example.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... Read more Keith L. Pridgen firstname.lastname@example.org 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 Read more Todd Phelan Associate email@example.com Todd M. Phelan joined the Wilson Investment Group as an Associate in the fall of 2020. His previous 20 plus years in the Investment Management industry for one of the most prominent financial institutions in the Southeast will be... Read more Hope H. Brackin Office Manager firstname.lastname@example.org Hope H. Brackin joined Wilson Investment Group in May of 1990. She brings outstanding compliance, management and organizational skills to the firm.... Read more Monica Venable Client Service Specialist email@example.com Joining the Wilson Investment Group in 2006, Monica Venable is the smiling face who greets all that enter our office. Monica assists the Phelan team in providing skilled support to their clients. With over 14 years working with our.... Read more C. Blake Prestridge, CFP® Associate Wealth Manager firstname.lastname@example.org 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... Read more Ben Brackin Client Service Professional email@example.com Ben Brackin joined Wilson Investment Group in January 2020 as a Client Service Professional. Ben has a passion for serving the needs of others and a devoted heart in building and maintaining relationships with everyone around him. He... Read more Vicky Edmondson Executive Assistant firstname.lastname@example.org Vicky joined Wilson Investment Group in the fall of 2020, having the responsibility of providing personalized support for the firm... Read more James Webb MOBILE, AL OFFICE (251)433-4726 email@example.com James K. Webb, Jr., joined Wilson Investment Group in 2020 to partner with a strong regional office. As an Investment Advisor Representative (Series 6, 22, 62, 63, 65), he has a responsibility to put his clients' investment goals and... Read more Have a Question? Name Email Address Question Thank you! Oops!