What departments does Wilson Investment Group have?

Wilson Investment Group has employees across 2 departments including Operations, Finance.

What is the largest department at Wilson Investment Group?

The largest department at Wilson Investment Group is Operations with 1 employees.

Where are Wilson Investment Group employees located globally?

Wilson Investment Group has employees across 2 continents and 2 countries including United States Of America, Australia.

How has Wilson Investment Group's team size changed over time?

Wilson Investment Group's team has remained stable from approximately 5 to 5 employees based on available data.

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Wilson Investment Group Employee Directory

Financial ServicesNew Jersey, United States11-50 Employees

Wilson Investment Group is a financial services firm based in Dunellen, New Jersey. It operates as a broker-dealer and registered investment advisor, and its activities in 2022 included acquiring citi.com, indicating an expansion of its brokerage and advisory capabilities.

The firm has offices in Topeka and Lawrence, Kansas. In 2022, it formed partnerships with U.S. Bank and the Greater Topeka United Way to support elementary education, reflecting involvement in community initiatives beyond its core financial services work.

Wilson Investment Group Global Highlights

North America
31

United States Of America
31

Oceania
1

Australia
1

Wilson Investment Group's Leadership

A. O.
Chief Operating Officer
Mobile Phone
Email
B. W.
Partner
Mobile Phone
Email
R. W.
Managing Partner
Mobile Phone
Email
R. W.
Principal
Mobile Phone
Email
D. M.
Executive Shareholder
Mobile Phone
Email
D. T.
Private Wealth Management
Mobile Phone
Email
E. P.
Treasurer
Mobile Phone
Email

Wilson Investment Group Employee Metrics

100%

50%

2026

2025

Banking
Other

Contact profiles from Wilson Investment Group

Name

Title

Contact

Location

Last Update

A. O.
Chief Operating Officer
Mobile Phone
Email
Oct 23, 2024
B. W.
Partner
Mobile Phone
Email
Oct 22, 2024
R. W.
Managing Partner
Mobile Phone
Email
Aug 03, 2026
R. W.
Principal
Mobile Phone
Email
Oct 23, 2024
D. M.
Executive Shareholder
Mobile Phone
Email
Jun 02, 2026
D. T.
Private Wealth Management
Mobile Phone
Email
Oct 18, 2025
E. P.
Treasurer
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Wilson Investment Group known for?

Wilson Investment Group operates in the Financial Services industry. Explore Wilson Investment Group's company overview page for more information.

What is Wilson Investment Group's most common email format?

Wilson Investment Group employees' email format typically follows the pattern of First@wilsoninvestmentgroup.com. Trying to find reliable and up-to-date employee contact data? Find more Wilson Investment Group email formats with LeadIQ.

How many employees does Wilson Investment Group have currently?

Wilson Investment Group has approximately 11 employees as of July 2026. These team members are located across 2 continents, including North America and Oceania.

Who are Wilson Investment Group's key employees and leadership?

As of July 2026, Wilson Investment Group's key employees include:

Chief Operating Officer: A. O.
Partner: B. W.
Managing Partner: R. W.
Principal: R. W.
Executive Shareholder: D. M.

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Wilson Investment Group Employee Directory

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