J. Thomas Antonelli Jr. CFA

Senior Wealth Advisor at Wilkinson Wealth Management, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Charlottesville, Virginia, United States, US
Skills

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Credentials

  • CFA
    CFA Institute
    Sep, 1998
    - Oct, 2024

Experience

  • Wilkinson Wealth Management, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Wealth Advisor
      • Mar 2019 - Present

    • Senior Wealth Advisor
      • Mar 2019 - Present

      * Securities and advisory services offered through LPL Financial, a Registered Investment Advisor; member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "See Contact Info" section above.* Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.* For a list of states in which I am/we are registered to do business, please visit www.WilkinsonWM.com .

    • Wealth Management Advisor
      • Mar 2019 - Present

  • The Capital Management Corporation
    • United States
    • Investment Management
    • Wealth Advisor
      • Sep 2011 - Dec 2017

      Work with clients and prospective clients on their investment planning, helping them to define their risk tolerance and specify their investment policy statement. As well as providing advise and counsel on proper asset allocation and oversight. Work with clients and prospective clients on their investment planning, helping them to define their risk tolerance and specify their investment policy statement. As well as providing advise and counsel on proper asset allocation and oversight.

  • Financial Designs
    • United States
    • Financial Services
    • 1 - 100 Employee
    • COO Senior Advisor
      • Apr 2009 - Sep 2011
  • Flippin, Bruce & Porter
    • Investment Management
    • 1 - 100 Employee
    • Principal
      • Oct 1993 - Mar 2009

      Managed investment portfolios for Institutions, Foundations and HNW individuals. Worked with clients to help them manage their investments and structure an effective investment program. Managed investment portfolios for Institutions, Foundations and HNW individuals. Worked with clients to help them manage their investments and structure an effective investment program.

  • Wheat First Securities
    • United States
    • Financial Services
    • Director Managed Accounts
      • 1980 - 1987

Education

  • University of Richmond
    1972 - 1973
  • Mount Saint Mary's College
    Bachelor of Science, Business/Managerial Economics, Philosophy

Community

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