Brian Willis
Advisor Representative
Brian P. Willis specializes in the financial education and wealth management of African Americans. As a young man from humble beginnings in St. Louis Missouri, Brian attending Sumner High School, a historic African American institution. He had the honor of being taught by caring teachers and mentors who instilled pride in his history and culture, but most importantly, expected excellence of him and tasked him with the responsibility of teaching others and passing the rich lessons he’d learned on to others in the community. Brian honored those teachers and mentors by making mentorship and community education his life’s mission. His specialty became historical and financial education early in his corporate career.
Brian’s dedicated community work as the (current) National Director over the Mentoring Program for the 100 Black Men of America, Chapter President of the 100 Black Men of America, UNCC Black Alumni Board Member, Black Engineers Mentor at UNCC, Jacob’s Ladder Director and much more, highlight his dedication to effective and meaningful service. He is a proud member of Alpha Phi Alpha Incorporated and is proud that he was able to consolidate his many years of financial experience in a book and financial program, titled; Help, I’m Drowning in Debt! The book was distributed world-wide and was also implemented into the curriculum at Central Piedmont Community College and several other organizations. It spawned a speaking tour and a very successful series of corporate and community-related workshops.
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Brian holds a bachelor’s degree in business administration from the University of North Carolina Charlotte. He also holds a series 7, 6, 65, 63 and Life and Health Insurance licenses. Serving in various roles in the financial industry, Brian has settled in as financial planner for the past 15 years. He feels being a financial planner is not just a profession, it’s his calling. Like the rest of the Wilson Wealth, Brian’s approach is to meet you where you are, then identify your “WHY”. Brian understands that the process of ensuring security in your financial future is a personal journey. He honors that by following his daily service mantra: Before you speak…listen, before you invest… investigate. If you are committed to your financial goals, Brian will move heaven and earth to help you make those goals your reality.
ESTATE PLANNING: PROTECT YOUR LEGACY
Estate planning isn’t just for the wealthy or the elderly, it’s for anyone who wants to protect their loved ones, their wishes, and their legacy.
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Whether you're deciding how your assets are handled, who makes decisions for you in a medical emergency, or how your children or pets are cared for, a solid estate plan puts you in control.
72%
of Americans do not have an up-to-date will in place to protect their loved ones
35%
of Americans experienced family conflict as a result of not having an estate plan
52%
of Americans believe passing away without an estate plan would be irresponsible