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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.

Find Wilson Investment Group employees' phone numbers or email addresses

Wilson Investment Group Global Highlights

Location
Employees

North America
31

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  • United States Of America
    31

Oceania
1

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  • Australia
    1

Wilson Investment Group's Leadership

  • Stylized image of a person
    A. O.
    Chief Operating Officer
    Mobile Phone
  • Stylized image of a person
    B. W.
    Partner
    Mobile Phone
  • Stylized image of a person
    R. W.
    Principal
    Mobile Phone
  • Stylized image of a person
    D. M.
    Executive Shareholder
    Mobile Phone
  • Stylized image of a person
    D. T.
    Private Wealth Management
    Mobile Phone
  • Stylized image of a person
    E. P.
    Treasurer
    Mobile Phone

Wilson Investment Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Wilson Investment Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. O.
    Chief Operating Officer
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    B. W.
    Partner
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    R. W.
    Principal
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    D. M.
    Executive Shareholder
    Mobile Phone
    Jun 02, 2026
  • Stylized image of a person
    D. T.
    Private Wealth Management
    Mobile Phone
    Oct 18, 2025
  • Stylized image of a person
    E. P.
    Treasurer
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Wilson Investment Group known for?

Minus sign iconPlus sign iconWilson 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?

Minus sign iconPlus sign iconWilson Investment Group employees' email format typically follows the pattern of . 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?

Minus sign iconPlus sign iconWilson Investment Group has approximately 11 employees as of July 2026. These team members are located across 2 continents, including North AmericaOceania.

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

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

  • Chief Operating Officer: A. O.
  • Partner: B. W.
  • Principal: R. W.
  • Executive Shareholder: D. M.
  • Private Wealth Management: D. T.

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