Todd M. Phelan joined 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 the foundation to serving clients. Todd’s integrity, diligence, and passion for both prudent investing and helping families build a clear financial picture instills client confidence.
Todd graduated from Auburn High School before attending the University of Georgia and earning a degree in Finance from the Terry College of Business.
Todd, his wife Alice have two sons Conner and Bennett. They are members of Peachtree Road United Methodist Church.