EXPERIENCED GUIDANCE
With years of experience in the financial industry, our team of financial planners in Charlotte NC is here to provide you with the knowledge and insights you need to make informed financial decisions. We stay up-to-date on the latest tax laws and regulations to ensure that our clients receive relevant advice.
MAURICE L. WILSON
CEO | Founder
Maurice L. Wilson is an engineer turned financial advisor who uses his engineering degree from Tennessee State University to help clients build generational wealth in the stock market. His journey from engineering to financial services began shortly after he started his first career at Chrysler Automotive Company in Detroit, Michigan. During this time, the dot com bubble burst in the stock market and caught his interest just as he was beginning to learn about investing via his company 401k. What began as a casual interest quickly developed into a passion that led him to start his own firm, Wilson Wealth, located in beautiful Charlotte, NC.
Today, along with a team of experienced advisors, he helps successful business owners and high income professionals throughout the Southeast and Mid-Atlantic build generational wealth in the stock market. He still uses his engineering degree stating that every client represents an open-ended problem that can be solved in an infinite number of ways. His motto in life is “Money can’t make you happy, but it does give you options.”
When not working Maurice is a devoted father and husband who believes strongly in the idea that family time is the only time you can't get back. He is an avid supporter of his church, Clark Atlanta's WCLK jazz station, and his alma matter Tennessee State University.
MARCUS JOHNSON, ChFC®
Advisor
Marcus Johnson serves as an Advisor at Wilson Wealth, where he develops client relationships and helps individuals, families, business owners, and nonprofit organizations navigate important financial decisions and build toward their long-term goals.
A Nashville, Tennessee native, Marcus earned his degree in Economics and Finance from Tennessee State University. His career includes six years of experience on Wall Street and with other financial services firms before founding Johnson Capital Planning, LLC.
Marcus brings extensive financial planning experience to his work with Wilson Wealth, helping clients address investment management, retirement planning, estate planning, and other aspects of their financial lives. As an Advisor, he works directly with clients to understand their goals, develop appropriate strategies, and coordinate with the Wilson Wealth advisory team to help implement and maintain their financial plans.
Marcus is a Chartered Financial Consultant® (ChFC®).
JONATHAN BOLSTON
Advisor
Jonathan Bolston serves as an Advisor at Wilson Wealth, bringing more than 15 years of financial services experience to the firm. He works closely with advisors and their clients to develop and implement financial strategies designed around each client's goals, circumstances, and long-term objectives.
Throughout his career, Jonathan has worked with financial institutions including Wells Fargo, Empower, Edward Jones, and Fifth Third Bank. His experience spans investment planning, retirement planning, and wealth management, with an emphasis on helping individuals and businesses navigate important financial decisions.
At Wilson Wealth, Jonathan plays an integral role in the advisory process, providing financial planning expertise, supporting complex client relationships, and helping ensure clients receive thoughtful and coordinated advice. His approach emphasizes education, personalized service, and building long-term relationships based on trust and transparency.
Jonathan is a proud alumnus of Tennessee State University, holds an MBA in Finance and a Certificate in Financial Planning.
CHRISTOPHER WATSON
Advisor
A well-known Nashville native, Christopher Watson takes pride in delivering a high level of service excellence by communicating and educating the community about finance. He frequently participates in public speaking events, sharing his knowledge with those eager to improve their financial futures and make a difference for their families.
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Christopher Watson serves as an Advisor at Wilson Wealth, where he develops client relationships and helps individuals and families make informed financial decisions as they work toward their long-term goals.
A Nashville native with more than 12 years of experience in financial services, Christopher brings a background spanning banking, financial planning, and investments. His career has included roles as a Personal Banker and Branch Manager, where his commitment to client service earned him multiple Platinum Service Awards.
Christopher is passionate about financial education and regularly participates in speaking engagements designed to make financial concepts more accessible and help individuals and families strengthen their financial futures. He brings that same educational approach to his client relationships, helping clients understand their options and make financial decisions with greater confidence.
As an Advisor, Christopher works closely with clients to understand their goals, develop appropriate strategies, and coordinate with the Wilson Wealth advisory team to help implement and maintain their financial plans.
A proud husband and father, Christopher is especially passionate about helping families build wealth and create a lasting financial legacy.
BRIAN WILLIS
Advisor
Brian P. Willis serves as an Advisor at Wilson Wealth, where he builds lasting client relationships and helps individuals and families develop strategies for creating, managing, and preserving wealth. With more than 15 years of experience as a financial planner, Brian brings a strong commitment to financial education and helping clients connect their financial decisions with what matters most to them.
A St. Louis native, Brian developed his passion for education and mentorship at an early age. The teachers and mentors who influenced his life instilled in him a commitment to excellence and a responsibility to share what he learned with others—principles that continue to shape his approach to financial planning today.​
Brian has devoted significant time to community education and mentorship, including leadership and service with 100 Black Men of America, the UNC Charlotte Black Alumni community, engineering mentorship programs, and other community organizations. He is also a proud member of Alpha Phi Alpha Fraternity, Inc.
Brian is the author of Help, I’m Drowning in Debt!, a financial education book and program that has been used by Central Piedmont Community College and other organizations. His work has also led to speaking engagements, corporate programs, and community financial education workshops.
Brian earned his bachelor's degree in Business Administration from the University of North Carolina at Charlotte and has held multiple securities and insurance licenses during his financial services career.
As an Advisor at Wilson Wealth, Brian's philosophy starts with understanding each client's “why.” He believes financial planning is a personal journey and that effective advice begins with listening, understanding, and education.
His guiding principle reflects that approach: “Before you speak, listen. Before you invest, investigate.”
ABLAVI GBENYON - LITTLE
Chief of Staff
Ablavi Gbenyon-Little serves as Chief of Staff at Wilson Wealth, working closely with the CEO to advance the firm’s strategic priorities and support its continued growth. She helps translate the firm’s vision into action by coordinating key initiatives, aligning team efforts, and ensuring priorities move from planning through execution.
In her role, Ablavi serves as a key connection point across the organization, supporting leadership, facilitating communication, and helping drive projects that span multiple areas of the firm. Her focus on organization, accountability, and follow-through helps Wilson Wealth operate effectively while continuing to expand its capabilities and client impact.​
LATERIO JACKSON
Chief Operating Officer
Laterio Jackson serves as Chief Operating Officer at Wilson Wealth, where she oversees the firm’s day-to-day operations and helps build the infrastructure needed to support its continued growth. She is responsible for strengthening operational processes, coordinating firmwide resources, and ensuring the systems behind the client experience operate efficiently and effectively.
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Working closely with the CEO and leadership team, Laterio helps translate the firm’s strategic direction into scalable operational practices. Her focus includes process improvement, technology and workflow implementation, team coordination, and operational execution across the organization.
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As Wilson Wealth continues to grow, Laterio plays a key role in ensuring the firm has the people, processes, and systems necessary to deliver a consistent client experience while supporting long-term expansion.
THEODORA MBUYU
Junior Advisor
Theodora serves as a Junior Advisor at Wilson Wealth, where she supports the firm’s financial planning and client engagement efforts. Working alongside the firm’s other advisors, she helps clients connect their financial decisions with their goals, values, and vision for the future.
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Theodora earned a Master of Science in Finance from William & Mary and brings experience in R&D consulting and nonprofit donor relations. Her analytical background and relationship-centered approach help her make financial concepts more accessible and create a welcoming environment for clients to ask questions, understand their options, and make informed financial decisions.
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As a Junior Advisor, Theodora continues to expand her financial planning and wealth management experience while supporting the Wilson Wealth advisory team in delivering a thoughtful and coordinated client experience.
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Outside of Wilson Wealth, Theodora gives back to her community through her involvement with the Junior League of Houston.
LADAYE GILLESPIE
Client Services Representative
Retired, former Sales and Customer Service manager for an HVAC manufacturing company for over 30 years. She was responsible for pricing sales orders and logistic services for distributors.
'I enjoy helping people, and developing strong relationships both professionally and personally.'
TOCCARA HOUSTON
Director of Outreach
Toccara Houston serves as Director of Outreach at Wilson Wealth, where she builds and nurtures strategic relationships with organizations, community leaders, and other partners that align with the firm’s mission and growth vision. She leads Wilson Wealth’s engagement with key industry and affinity organizations, including the Association of African American Financial Advisors (Quad-A).
Through relationship building and community engagement, Toccara helps connect Wilson Wealth with organizations, centers of influence, and communities where the firm can make a meaningful impact. She also identifies opportunities for partnerships, educational initiatives, events, and other outreach efforts that expand the firm’s presence and strengthen its community relationships.
Her work helps ensure Wilson Wealth remains connected to the people and organizations that share its commitment to financial education, wealth building, and expanding access to financial guidance.
SHIRA MADADI
Intern
Shira Madadi serves as an Intern at Wilson Wealth, where she supports the team across a variety of operational and special projects. During her time with the firm, she has contributed to data management, research and surveys, presentation development, outreach efforts, and other initiatives that support the firm's day-to-day activities.
Now a college freshman majoring in Business, Shira brings a strong background in academics, leadership, and community service. She earned the rank of Eagle Scout in 2025 and has been recognized with the Presidential Volunteer Service Award for completing more than 100 hours of community service. She has also earned an Autodesk AutoCAD User Certification.
At Wilson Wealth, Shira continues to build her professional experience while learning about financial services and contributing to projects across the firm. Her initiative, attention to detail, and commitment to service reflect the values she has demonstrated throughout her academic and community involvement.
