Our Associates

 Graham J. Wilson, CLU, ChFC®,  CERTIFIED FINANCIAL PLANNER™

For over thirty years, Graham has built his success as a financial planner by focusing on process, not products. As a CERTIFIED FINANCIAL PLANNER™ professional, Graham partners with individuals to help them identify and attain their most important financial goals. Sterling Financial Group representatives assist clients in attaining their goals by using time-tested methods to help define realistic goals and then crafting, implementing, and monitoring investment plans. Additionally, thanks to a broad array of products and the knowledge that only comes with experience, Graham is able to help in almost any situation.

Originally from England, Graham has lived in the United States for over forty years. He and his wife reside in Weddington and are proud parents and grandparents. Graham is very active in Rotary and is a Past District Governor.

 

Duncan G. Wilson, JD, MBA, CERTIFIED FINANCIAL PLANNER™

Duncan specializes in wealth management, estate planning, retirement planning and executive benefits. Prior to joining Sterling Financial Group, Duncan practiced law in Charlotte, but found that his true calling was helping people make better sense of their financial lives.  

Duncan is married and is active in Be The Match, a nonprofit organization, which is the global leader in providing bone marrow to patients in need. He is also a member of the North Carolina Bar, has FINRA Series 7, 6, 63, and 65 registrations, is a CERTIFIED FINANCIAL PLANNER™ professional, Registered Fiduciary TM  ,   a and has his health and life insurance licenses.

Legal services are not offered through Lincoln Investment or Capital Analysts

 

Pamela Trantham, Office Manager

Pamela provides personalized service for our clients and is usually the first voice you hear when calling Sterling Financial Group. She uses her 20 years of industry experience to work with the client as a person, not a portfolio. Pamela has a Bachelor's degree in Business Management from UNC Charlotte. She holds licenses in health and life insurance and has FINRA Series 6 and 63 securities registrations and is also a Notary Public.

As a wife and mother active in her children’s busy lives, she easily relates to the needs of having a sound financial strategy to provide for her family. Her customers regard her as an approachable and knowledgeable guide when navigating the intricacies of the financial industry.