Broker Check

Who We Are

Matthew R. Clegg, CFP®

Partner

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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Brad C. Wilson

Partner

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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Richard (Dick) H. Phelan

dick@wilsoninvestmentgroup.com

Richard (Dick) H. Phelan has been assisting individuals with their financial direction since 1992, when he joined the Wilson Investment Group. Taking the step towards retirement, Dick began transitioning his clients....

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Keith L. Pridgen

Financial Advisor

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

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Todd Phelan

Financial Advisor

todd@wilsoninvestmentgroup.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...

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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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Monica Venable

Client Service Specialist

monica@wilsoninvestmentgroup.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....

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C. Blake Prestridge, CFP®

Associate Wealth 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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Ben Brackin

Client Service Professional

ben@wilsoninvestmentgroup.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...

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Benjamin (Ben) Presley

Client Relationship Specialist

benp@wilsoninvestmentgroup.com

Ben Presley joined Wilson Investment Group in June of 2022 as a Client Relationship Specialist. Ben is dedicated to building and maintaining strong relationships. His attention to detail ensures the day-to-day operations run...
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James Webb

MOBILE, AL OFFICE

251.433.4726

jwebb@cambridgesecure.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...

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