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 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....

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...

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

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...

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

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....

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...

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...

Vicky joined Wilson Investment Group in the fall of 2020, having the responsibility of providing personalized support for the firm...

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...