Michael Wilson, CFP®

Michael Wilson, CFP®

Founding Partner, Vice President

Mike grew up in Clemmons, a suburb of Winston-Salem, NC and attended West Forsyth High School. In 2006, he moved to Raleigh and attended NC State University where he earned his Bachelor degree in Business Finance with a minor in Economics. Mike had always had an interest in finance from a young age; starting with the 8 year old decision to open a bank account instead of spending all his saved money on a transformer toy. His interest in financial planning only grew after watching several financial misteps with family members, and noticing none of these topics were even being taught in school. 

Upon graduation at NC State in 2010, Mike held a sales assistant role supporting 3 top brokers at Raymond James Financial. He decided in 2013 to transition from the assistant to advisor role and joined Equitable Advisors in 2013. From there, he began his practice helping families all across NC with the often complex topics of financial planning. With a focus on retirement, savings and protection strategies; Mike was recogized as a top advisor in 2016 & 2017 while being a key contributor in a top 10 national team ranking.  This recognition was based on client satisfaction, size, and quality of work. 

In 2017, Mike explored a greater passion of teaching others how to create a successful practice based on helping local families acheive their financial goals. He became a Regional Vice President in 2018 and helped establish Oakbridge later that same year. Subsequently, after 16 months of studying, Mike was designated a CERTIFIED FINANCIAL PLANNER™ professional in April 2020, known as the standard of excellence in financial planning throughout the industry. 

Mike married his wonderful wife, Kate in May 2018. They love spending time doing projects together, traveling, sports and being active outdoors. He has many more interests, but loves the relationships with his family, friends, colleagues, clients & God above all else. 

 

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oakbridge Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 919-341-1645
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