Sterling Financial provides objective, impartial advice based on client need, value for money, and fitness for purpose. Always accessible, we're passionate about what we do and aim to form life-long relationships with our clients. We believe that relationship is key to your future security and prosperity.
Meet the Team
Graham J. Wilson, CLU, ChFC®
CERTIFIED FINANCIAL PLANNER™
For more than 30 years, Graham has built his career as a financial planner by focusing on the 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 comes only with experience, Graham is able to help in almost any situation.
Originally from England, Graham has lived in the United States for more than 40 years. He and his wife reside in Weddington and are proud parents and grandparents. Graham is very active in the 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 that provides bone marrow to patients in need. He is also a member of the North Carolina Bar; has FINRA Series 7, 6, 63, and 65 securities registrations; is a CERTIFIED FINANCIAL PLANNER™ professional; and has his health and life insurance licenses.
Pamela Wilson Trantham
Client Relationship Manager
Pamela provides personalized service for our clients and is usually the first voice you hear when calling Sterling Financial Group. She uses her 25 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, 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 need of having a sound financial strategy to provide for her family. Pamela enjoys helping with her daughter’s high school tennis team and her son's musical talent with the trombone. Pamela also spends time playing tennis on several women’s tennis teams and loves to play mixed doubles tennis with her husband on the weekends. Our clients regard her as an approachable and knowledgeable guide when navigating the intricacies of the financial industry.
Elizabeth Wilson Younts
Wealth Management Analyst
Elizabeth graduated from UNC-Charlotte with a finance degree and concentrations in risk management, insurance, and financial planning. After college, she pursued a career in risk management and commercial insurance. She received her Certified Insurance Service Representative certification and completed the Hartford School of Insurance.
She has had the pleasure of working on many complex insurance programs around Charlotte. After surviving her fourth corporate merger, she decided to make a change and started to study for her financial registrations to join the family business. Currently, she has the FINRA Series 6, 7, and 66 securities registrations. She also has her life/health and property/casualty insurance licenses. She is very excited about the opportunity to help people have financial security and better understand their financial lives.
Elizabeth is married with three kids and lives in Indian Trail, North Carolina. On the weekends, she’s a football, dance, swimming, soccer mom. She’s always up to volunteer as room mom, team mom, or community helper.