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  • OSJ@wealthplanfinancial.com

Garrett Wilson

  2. Garrett Wilson

Garrett Wilson, CPFA

Associate Advisor, Wilson Financial Group
Financial Advisor, Cambridge Investment Research, Inc.

Garrett Wilson grew up around the financial services industry and witnessed the generational impact his father, Les, and the Wilson Financial Group team were having on clients. His desire to help others in a similar fashion and a fascination with finances led him to follow in his father’s footsteps. In his role at the firm, Garrett has a commitment to helping clients achieve their financial goals through investment management, financial planning, and insurance products.

Garrett graduated from Campbell University in 2022 with a bachelor’s in business administration in trust and wealth management and has achieved the designation of Certified Plan Fiduciary Advisor (CPFA). A resident of Mt. Holly, North Carolina, Garrett enjoys playing golf and is an avid fan of the Carolina Panthers and Carolina Hurricanes.

 

 

 

Address

3540 Toringdon Way Suite 200
Charlotte, NC 28277

Phone

(704) 357-1099

    Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives.

    Registered Representatives of Cambridge Investment Research, Inc., are collectively registered in the following states for the sale of securities products: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NE, NH, NJ, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI & WV.

    Cambridge Investment Research Inc., and WealthPlan Financial Group are not affiliated. 

    The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.

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