Broker Check

Who We Are

Matthew R. Clegg, CFP®

Partner

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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Brad C. Wilson, CFP®

Partner

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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Todd Phelan

Financial Advisor

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...

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Keith L. Pridgen

Financial Advisor

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

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C. Blake Prestridge, CFP®

Financial Advisor

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 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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Monica Venable

Client Service Specialist

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....

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Benjamin (Ben) Presley

Support Advisor

Ben Presley joined Wilson Investment Group in June of 2022.  As a Support Advisor, he holds his Series 7 and Series 66 licenses. Ben is dedicated to building and maintaining strong relationships. His attention to detail...

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Ivette Gun Diaz

Executive Assistant

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....

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Ellie Hudson

Administrative Assistant

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 ....

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James Webb

MOBILE, AL OFFICE

251.433.4726

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...

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