The Wilson Group

Since 2005, our founder, Brandon Wilson, has guided successful business owners on how to grow, protect, and exit their businesses. As a family man from humble beginnings, he prioritizes the value of working hard and doing right by people. Through a combination of education, athletics, and faith, he will tell you that he has been blessed to make a better life for himself and his family. When this Presbyterian College graduate and former Division II football player is not guiding his clients, he gives back by coaching varsity and middle school football in the Summerville area and his son’s baseball teams. Brandon enjoys golfing, Brazilian Jiu-Jitsu, and camping with his wife and two boys in his free time.

Shelby is a South Carolina native who relocated after graduating from Horry Georgetown Tech in Myrtle Beach, to our beach here in Charleston. She is the creative mind behind our website, social media, and events. She is an artist and creative both on and off the clock.

When she isn't busy running our marketing efforts, Shelby can most likely be found outdoors or on the water. There are few things she appreciates more than sunshine, fishing, and live music. 

For any event sponsorship opportunities and collaborations please reach out to Shelby. 

Ben graduated from the College of Charleston with a Bachelor of Science degree in Psychology. Like many others, he decided to stay after graduation and call Charleston home. For the past decade, Ben has provided financial strategies to individuals, families, medical professionals, and business owners throughout the country. 

He enjoys spending time with his wife, Kylee, and two children. Ben also has a passion for music, devoting many of my weekends to performing at weddings and various events throughout the Charleston area.

As director of our employer-sponsored retirement plan division, Katie has worked since 2008 with companies to successfully establish, operate and enhance qualified and non-qualified retirement plans. As a result, many of our clients refer to her as “401 Katie!” An NC State grad, Katie enjoys watching Wolfpack athletics and cheers on the Carolina Panthers with her husband and son, Cameron. Rounding out her family is Kona, a stubborn yet playful French Bulldog.