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
Founder, Advisor Representative
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
Advisor Representative
Marcus Johnson is an experienced and knowledgeable financial planner from Nashville, TN who is ready to work with you to enhance you and your family, business, or non-profit financial future. Marcus has a degree in Economics and Finance from Tennessee State University. After six years working on Wall Street and with various firms, Marcus made the decision to start his own financial services company, Johnson Capital Planning, LLC. Over the past several years, he has worked with many clients to help them choose, invest, estate plan and manage plans that will offer them the ability to truly prepare for their future. Marcus looks forward to offering investment through Wilson Wealth Management Group and continuing to help serve clients reach their financial goals.
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.
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.
TOCCARA HOUSTON
Director of Marketing
Toccara is responsible for the design and implementation of Wilson Wealth's marketing program in the greater Atlanta area.
She is a detail-oriented, results driven individual with expertise in program and project management.
ABLAVI GBENYON - LITTLE
Executive Consultant - Atlanta Office
Ablavi is responsible for the design and implementation of Wilson Wealth's Atlanta office operations.
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.'
CHRISTOPHER WATSON
Advisor Representative
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.
With over 12 years of experience in the finance industry, Christopher has established himself as a dedicated expert in banking, finance, and investments. As a proud father and devoted husband, he is passionate about helping families navigate their financial journeys. His successful career encompasses roles such as Personal Banker and Branch Manager, and his commitment to excellence has earned him several prestigious accolades, including Platinum Service Awards.
Christopher holds a Series 65 license as well as his insurance producer license. He is also a member of the Johnson Capital Planning team, which provides high-level financial and estate planning services. Christopher looks forward to bringing added value to the team at Wilson Wealth Management Group.
LATERIO JACKSON
Director of Planning and Operations
As the Director of Planning and Operations at Wilson Wealth Management, she oversees the development and implementation of Standard Operating Procedures (SOP) platform systems to enhance operational efficiency. Ensuring that all advisors adhere to compliance standards and hold strategic meetings with industry-leading companies to secure systems that facilitate seamless business operations. Also, create streamlined processes for uploading advisor data related to client information and assist with completing Department of Labor (DOL) paperwork for accurate financial comparisons.
Additionally, she contributes to the planning and execution of company events and engagements, ensuring they align with the firm's goals and operational needs.
