Brad C. Wilson, CFP®
Partner
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, Brad has built his practice on trust, personalized service, and lasting relationships. His ability to simplify complex financial concepts and communicate them clearly gives clients the confidence they need to make informed decisions about their financial future.
As an Investment Advisor Representative, Brad holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, awarded by the Certified Financial Planner Board of Standards, reflecting his commitment to excellence and professional expertise in financial planning.
A lifelong Auburn resident, Brad earned a Bachelor of Science in Education from Auburn University. Brad has a long history of community leadership, including past service as Chairman of the Auburn Chamber of Commerce, President of the Auburn Rotary Club, and Chairman of the Water Works Board of Auburn.
Brad and his wife, Ali, live in Auburn with their three children; daughters Stirling and Bradley, and son Haynes. They attend Grace Auburn Church.