Wilson Wealth Management Group, L. L. C.

Marcus Johnson is a financial advisor with Wilson Wealth Management Group, LLC in Nashville, TN, holding a Series 66 designation and 11 years of industry experience. He has worked at Wilson Wealth Management Group since 2021 and has been affiliated with Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2016. Outside of financial advising, Marcus is a saxophonist performing under the name Marcus Johnson Music. Wilson Wealth Management Group serves individuals, families, business owners, and early-career investors by providing investment management, financial planning, estate planning support, and insurance and annuity solutions. The firm combines model and custom portfolios using technical triggers with both passive and active investment strategies and offers a range of planning and insurance services uncommon for similarly sized teams.

Jonathan Bolston is a financial advisor at Wilson Wealth Management Group, LLC in Charlotte, NC, with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His career includes roles at Empower Financial Services, University of Houston Systems, and his own firm, Bolston Financial. Wilson Wealth Management Group serves individuals, families, business owners, and early-career investors with investment management, financial planning, estate planning support, and insurance and annuity solutions. The firm combines model and custom portfolios using technical trading triggers and offers a range of planning and insurance services, including both commission-based and commission-free annuity options.

Christopher Watson is a financial advisor at Wilson Wealth Management Group, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Johnson Capital Planning and Regions Financial Corporation. Outside of his advisory role, he is a co-owner of Credit Bros LLC, a credit counseling business. Wilson Wealth Management Group, LLC serves individuals, families, business owners, and early-career investors with investment management, financial planning, estate planning support, and insurance and annuity solutions. The firm combines technical trading strategies with passive and individual stock portfolios and provides comprehensive planning and insurance services.

Brian Willis is a financial advisor with Wilson Wealth Management Group, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. Outside of financial advising, he owns a drone video and photography business and serves as CEO of a business referral company. Wilson Wealth Management Group serves individuals, families, business owners, and early-career investors with investment management, financial planning, estate planning support, and insurance and annuity solutions. The firm combines passive ETF portfolios with individual stock positions and technical trading strategies, offering both discretionary portfolio management and project- or hourly-based planning engagements.

Maurice Wilson is a financial advisor with Wilson Wealth Management Group, LLC in Charlotte, NC, holding a Series 66 designation and 19 years of industry experience. He has been with Wilson Wealth Management Group since 2004. Wilson Wealth Management Group serves individuals, families, business owners, and early-career investors by providing investment management, financial planning, estate planning support, and insurance and annuity solutions. The firm utilizes both discretionary portfolio management and project- or hourly-based financial planning, employing a combination of passive ETF allocations, individual-stock positions, and technical trading triggers.