The Wilson Group
Every client deserves to feel important and valued by their financial advisor.
Every client should have confidence knowing they’re backed by Merrill’s world-class research and service.
Every client must have access to intelligent, honest, and unbiased advice—especially when making life’s most important decisions.
Our mission is to help you achieve your goals by understanding what matters most to you. Because every client deserves our very best.
We believe the best financial strategy is one that's built around your goals, your values, and your life.
That's why our conversations begin with what matters most to you—your aspirations, your concerns, and your questions. Whether you're planning for future healthcare costs, saving for college, selling a business, buying a home, or preparing to pass wealth to future generations, we're here to help you navigate each step with clarity and confidence.
It all starts with a personalized plan designed to help you manage, grow, and preserve your wealth—not just for today, but for the years ahead.
Backed by the investment insights of Merrill and the banking solutions of Bank of America, we work with you to create a thoughtful, flexible approach tailored to your financial life.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
