Steven W. Wilson, CFP®, CRPC®
Partner | Wealth Management Advisor
I joined The Will Group in 2022 after eight years of experience with UBS and Charles Schwab in New York. As a Certified Financial Planner® professional and a Chartered Retirement Planning Counselor®, I work closely with business owners and executives on equity compensation strategies, as well as families and individuals to develop comprehensive financial plans. This includes implementing tax-efficient diversification strategies, estate planning, risk management, and multi-generational wealth transfers.
Originally from New Jersey, I have spent my early career living in several communities across the northern part of the state, including Weehawken, Hoboken, Jersey City, and Short Hills. I now reside in Frederick, Maryland, my wife Annie’s hometown, where we are raising our daughters, Carolyn and Collette.
Outside of work, I value time with my family, enjoy sports and competition, and am actively involved with CrossRoads Freedom Center, an organization dedicated to helping people overcome challenges and build new opportunities for their lives.
The 2025 AdvisorHub Advisors to Watch: Awarded June 2025; Data compiled by AdvisorHub based on the time period from 12/31/23 - 12/31/24 (Source: AdvisorHub). The AdvisorHub 2025 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. 1974 wealth managers were considered for the rating; 1000 (50.6% of candidates) were named 2025 AdvisorHub Advisors to Watch.