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Wilson Financial Group, LLC Employee Directory

Financial ServicesGeorgia, United States2-10 Employees

Wilson Financial Group, LLC operates in the financial services sector as an independent firm offering financial planning, investment advisory and tax advisory services. It serves families, small businesses and non-profit organizations, providing comprehensive planning and tax support to help address long-term financial goals. The firm has delivered accounting and tax services in the Greater Atlanta area for more than 35 years and broadened its scope in 2006 to include financial planning and investment advisory services for existing clients.

The company is based in Suwanee, Georgia, within the Atlanta metro area. It operates with a small professional team and concentrates on planning across generations, along with risk management, estate planning and CFO services for businesses.

Find Wilson Financial Group, LLC employees' phone numbers or email addresses

Wilson Financial Group, LLC Global Highlights

Location
Employees

North America
15

Minus sign iconPlus sign icon
  • United States Of America
    15

Wilson Financial Group, LLC's Leadership

  • Stylized image of a person
    A. G.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. W.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. W.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    H. W.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    V. W.
    Director Of Financial Planning
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. S.
    Office Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. W.
    Administration Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    V. C.
    Manager
    Phone icon
    Mobile Phone

Wilson Financial Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Wilson Financial Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. W.
    Owner
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Jun 24, 2026
  • Stylized image of a person
    A. G.
    President
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    H. W.
    Owner
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    S. W.
    President
    Phone icon
    Mobile Phone
    United StatesSouth Carolina
    Oct 18, 2024
  • Stylized image of a person
    V. W.
    Director Of Financial Planning
    Phone icon
    Mobile Phone
    United States
    Oct 23, 2024
  • Stylized image of a person
    A. S.
    Office Manager
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Jan 01, 2026
  • Stylized image of a person
    G. W.
    Administration Manager
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    V. C.
    Manager
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    L. W.
    Senior Associate
    Phone icon
    Mobile Phone
    Jun 27, 2025
  • Stylized image of a person
    D. L.
    Benefits Administrator
    Phone icon
    Mobile Phone
    United StatesSouth Carolina
    Jul 06, 2025

Frequently Asked Questions

What is Wilson Financial Group, LLC known for?

Minus sign iconPlus sign iconWilson Financial Group, LLC was founded in 2006 operates in the Financial Services industry. The company's main headquarters is located in 1325 Satellite Boulevard Northwest Suite 103 Suwanee, Georgia 30024 United States; you can contact the main corporate office by phone at
+1-770-447-****
. Explore Wilson Financial Group, LLC's company overview page for more information.

What is Wilson Financial Group, LLC's most common email format?

Minus sign iconPlus sign iconWilson Financial Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wilson Financial Group, LLC email formats with LeadIQ.

How many employees does Wilson Financial Group, LLC have currently?

Minus sign iconPlus sign iconWilson Financial Group, LLC has approximately 2 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Wilson Financial Group, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of March 2026, Wilson Financial Group, LLC's key employees include:

  • President: A. G.
  • President: S. W.
  • Owner: J. W.
  • Owner: H. W.
  • Director Of Financial Planning: V. W.

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