Broker Check
Todd Phelan

Todd Phelan

Financial Advisor

´╗┐Todd M. Phelan (Form ADV)´╗┐

Team Card

Todd M. Phelan joined Wilson Investment Group as an Advisor 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. He was awarded the 2022 Auburn Chamber of Commerce Diplomat of the Year and now serves on the board of directors for the Auburn Chamber of Commerce. He is also a member of the Auburn Rotary club and serves on the board of directors.

Todd and his wife Alice have two sons Conner and Bennett. They are members of Peachtree Road United Methodist Church.