Our Team
Wilson Financial Group focuses on helping people keep what they work hard for when it comes to their retirement. It's about how you get from where you are right now to where you want to be. It is about achieving your personal financial goals and enabling you to enjoy the fruits of your labors without having to worry if tomorrow will be a good or bad day in the markets. It is important to plot your path, have a plan for how to get there and get the right advice along the way.
Unfortunately, too many people do not get the “right” advice, and they are at risk of not accomplishing their financial goals. Of those who do make it securely through retirement, some will get there simply because they were lucky, but most will have created their financial security because they had a strategy. They will have saved and invested and grown their money in the right way, protecting it from unnecessary risks and fees. They will work with advisors that will take the time to get to know them, communicate clearly and help guide their way. Advisors that work for them, that have a fiduciary responsibility to watch or for their best interests, and not the interests of some big brokerage firm that may be telling what they can and cannot do based on their own needs and not yours. If you are looking to get somewhere — to get “There” – we, the team at Wilson Financial Group, know how to set a course, it is what we do and we do it well. We will integrate your finances, taxes, insurance, and estate planning needs so that they will be aligned with your goals and needs. In today's world, we do not want to lose any opportunities to grow and protect your money. Our holistic approach is about you and helping you achieve your personal goals, and it is integral to coordinate your finances, taxes, and estate planning. Remember, it is not what you make, but what you keep that matters.
Now more than ever, you need to rethink your strategy on how you navigate your investments between risk and reward. That's what we do: we provide financial advice for successful people who want to grow and protect their money. Our reputation is built on a long track record of working with people who like to succeed — people like you. Our process is sound and solid: we define your goals, review your assets, analyze your needs, provide recommendations, implement execution, monitor track of your progress, and make any adjustments as warranted. We take the holistic view and provide you the comfort and knowledge that your investments will be managed in a conservative and well-thought-out manner. We do this by clearly communicating with you and understanding your needs, and by mapping out a plan and picking the investments that we truly believe are right for your particular situation. It is not about hitting a “home run” in the markets, it is about advancing toward your financial goals “one base at a time.” It is about growing and protecting your wealth so that you can enjoy your retirement and the fruits of your labors. That's our job, and we do it well. If you want to secure your financial future, let us show you how.”
Retirement planning isn't about aggressive money-making ideas. It's about establishing and committing to goals and taking the time to create a safe and secure financial plan. Your goals are the driving force behind the financial guidance our firm offers. Our job is to assist you in making well-informed decisions so that you can feel confident in your retirement. Our team will take the time to help you in developing an investment plan that will address both your goals and your concerns.
Now more than ever, you need to rethink your strategy on how you navigate your investments between risk and reward. That's what we do: we provide financial advice for successful people who want to grow and protect their money. Our reputation is built on a long track record of working with people who like to succeed — people like you. Our process is sound and solid: we define your goals, review your assets, analyze your needs, provide recommendations, implement execution, monitor track of your progress, and make any adjustments as warranted. We take the holistic view and provide you the comfort and knowledge that your investments will be managed in a conservative and well-thought-out manner. We do this by clearly communicating with you and understanding your needs, and by mapping out a plan and picking the investments that we truly believe are right for your particular situation. It is not about hitting a “home run” in the markets, it is about advancing toward your financial goals “one base at a time.” It is about growing and protecting your wealth so that you can enjoy your retirement and the fruits of your labors. That's our job, and we do it well. If you want to secure your financial future, let us show you how.”
Retirement planning isn't about aggressive money-making ideas. It's about establishing and committing to goals and taking the time to create a safe and secure financial plan. Your goals are the driving force behind the financial guidance our firm offers. Our job is to assist you in making well-informed decisions so that you can feel confident in your retirement. Our team will take the time to help you in developing an investment plan that will address both your goals and your concerns.
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Eddie Patel is President/Founder of Eddie Patel, Inc. Eddie is a professional Registered Investment Advisor,(RIA) with offices in Chicago, IL and Los Angeles, CA. Eddie also holds a CFP certification, considered in our industry to be the highest standard for comprehensive financial planning. Eddie offers a truly comprehensive, holistic approach to the most critical aspects of a client's portfolio. Whether it's investment planning, estate planning, income planning, insurance planning, or tax planning, Eddie covers all the bases. Eddie also owns a tax practice and is very efficient in helping clients not only prepare their taxes but gives practical tax advice which ties into the overall investment plan. Eddie Patel, Inc., is an accredited member of the Better Business Bureau and is insurance licensed in the states of IL, FL, and CA. Go to eddiepatel.com for more information.
Dwight Mejan
Dwight grew up in the suburbs of Chicago and graduated from Purdue University with a degree in Finance/Business Management. He moved to NC shortly after graduating and in 1994 began his career in the insurance industry. Today, he specializes in wealth management as an independent fiduciary. He implements a holistic approach to portfolio construction and management. Thorough risk evaluation and existing asset analysis are performed on each portfolio and reviewed with the prospective client before alternative recommendations are made. We specialize in utilizing a client-friendly process of growing, managing, and protecting our client’s wealth. Traditional as well as non-traditional asset classes are utilized, and broad diversification is part of each plan recommended. A transparent discussion around fees and expense ratio comparison is part of every portfolio recommendation meeting.
Gary LoDuca, CFP®, ChFC, AIF®
I started in the financial service profession in 1990 with First Union National Bank. Became fiduciary Investment Adviser (IAR) in 1996, CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner in 2011, Chartered Financial Consultant (ChFC) in 2013, Tax Planner in 2016, Accredited Investment Fiduciary® (AIF®) and Cash Balance Consultant (CBC) in 2018. I am proud to have a clean compliance record over 25+ years as a fiduciary advisor.
I was born on Long Island, NY, and grew up on Florida’s Space Coast. I graduated from the University of Florida - College of Business in 1989. I’m a past 2 term Treasurer of the South Tampa Chamber of Commerce, past Treasurer of Coleman Middle School PTSA, and member of the Tampa Bay Estate Planning Council and University of Florida Advisor Network. I coached Tampa Bay Little League Baseball, and Tampa Youth Football and taught Religious Education at Christ the King Catholic Church. I have been a South Tampa resident for 32 years.
