Wilson Investment Group is proud to welcome Todd Phelan, financial advisor, to the firm. Phelan will join Dick Phelan and Monica Venable on the Phelan Team.
“I am truly looking forward to being a part of such a family-oriented firm,” Phelan said. “I am excited to put my financial market knowledge to work and continue the tradition of excellence and integrity Ted Wilson started almost 40 years ago.”
Phelan graduated from Auburn High School in 1996 and attended the University of Georgia where he earned his finance degree. After college, he joined SunTrust Bank in Atlanta where he spent 23 years trading bonds. Phelan is married to his wife Alice and they have two sons, Conner, 16, and Bennett, 14.
Phelan looks forward to being a part of the community again all while helping families invest and achieve their goals.