Who We Are

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...

Brad C. Wilson joined Wilson Investment Group in the fall of 1998 and has spent more than two decades helping clients navigate their financial planning needs. Guided by a "serve first" philosophy,...

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...

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

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...

Crawford A. Tatum III joined Wilson Investment Group in June 2025, bringing more than 25 years of global commodities and executive leadership experience. He previously served as Chief Executive Officer of the Cotton Division for The...

Hope H. Brackin joined Wilson Investment Group in May 1990 and brings decades of experience, leadership, and dedication to the firm. Her exceptional compliance, management, and organizational expertise help...

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....

Ben Presley joined Wilson Investment Group in June of 2022.  As a Support Advisor, he holds the CERTIFIED FINANCIAL PLANNER^TM professional designation.as well as the Series 7 and Series 66 licenses.

Ivette joined Wilson Investment Group in October 2022. She provides a high level or personalized support to the Clegg team in addition to serving the needs of clients....

Ellie Hudson joined Wilson Investment Group in December 2022. Her passion for customer service and her organizational skills contribute to the day-to-day operations, client service, and relationship support ....

Ben Porter joined Wilson Investment Group in June of 2026. As a Financial Associate, he is currently pursuing his Series 7 and Series 66 licenses.Ben enjoys building meaningful relationships with clients and takes pride in helping them...

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...