Broker Check

Matthews Office

119 South Trade Street

Suite 101
Matthews, NC 28106
Duncan G. Wilson, JD, MBA

Duncan G. Wilson, JD, MBA

CERTIFIED FINANCIAL PLANNERâ„¢

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.