Our Team

• Stephen E. Wilson, CFA

  Managing Partner / Portfolio Manager

  Stephen brings more than 18 years of business and portfolio investment experience to wealth clients. The bulk of Stephen’s experience was with Wachovia, where he served for more than 15 years with the bank and its predecessor companies, most recently as Senior Vice President and Investment Strategist for the Wealth Management Group in Charlotte.

  
  
  

  Stephen earned a B.S. in Business Administration from the University of North Carolina at Chapel Hill, where he also was a letterman on the football team. He holds the CFA designation and is a member of the CFA Institute and the CFA North Carolina Society. He holds the Series 7, 63, 65 licenses. Stephen serves as a board member and Treasurer of Davidson Youth Baseball Association.