Maurice Wilson

Engineer turned financial advisor helping high income high net worth professionals and business owners build tax free and tax efficient wealth.

Role
Founder, Investment Advisor Representative at Wilson Wealth
Location
Charlotte, NC, US
LinkedIn followers
500 followers

About Maurice Wilson

I am a seasoned financial advisor, bringing a unique blend of engineering acumen and…

Experience

  1. Founder, Investment Advisor Representative

    Wilson Wealth

    Aug 2004 — Present · Charlotte, NC

    Wilson Wealth is a registered investment advisory firm that seeks to deliver above average returns based upon your specific goals and objectives.

Education

  • Benedict College

    Physics, Engineering

    1994 — 1996

  • Tennessee State University

    Bachelor's Mechancial Engineering, Mechanical Engineering

    1996 — 2000

  • Oakland University

    Master's Mechancial Engineering, Mechanical Engineering

    2000 — 2002

Skills

  • Management
  • Portfolio Management
  • Contract Negotiation
  • Business Development
  • Wealth Management
  • Leadership
  • Investment Banking
  • Managerial Finance
  • Strategic Planning
  • Business Strategy
  • Investments
  • Strategy
  • Strategic Financial Planning
  • Finance
  • Process Improvement

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Maurice Wilson — Founder, Investment Advisor Representative at Wilson Wealth in Charlotte, NC, US | Unifers