Senior Wealth Advisor: Partner/Co-Founder

• May 2020 - Present

Senior Wealth Advisor: Partner/ Co-Founder

• Jan 2002 - Present

In January 2017, Carroll Wilkerson and I made the business decision to change the vender we worked with to improve efficiency and reduce costs to our clients. We knew it would not be the easiest task, but it would be the right choice for our clients moving forward. We partnered with LPL Financial, which is known as the leading broker dealer for independent advisors. Through our new relationship LPL Financial, our firm was given more flexibility to custom design our wealth management plans while our financial advisors were given a broader product mix to satisfy all types of clients. This change not only provided our office with the cultural change we desired, but also helped boost the satisfaction of our faithful clients that stayed with us through the transition alongside our new clients who place trust and confidence in our company.What Wilkerson & Reynolds Has to Offer:Wealth Management – We incorporate tax planning, asset allocation, investment research and estate distribution in developing a comprehensive accumulation and preservation plan designed to pursue your needs and goals.Investment Management – We evaluate your current portfolio of investments and provide clarity on the amount of risk to each of your investments and are tailored to your comfort level.Retirement Planning – We can provide you and your company a side by side comparison of retirement plan structures to see which are suitable for you and your employees.Risk Management Planning – We can evaluate your non-financial risks, such as umbrella coverage, long-term care coverage, life coverage and medical coverage to be sure the unexpected does not put a halt on your future plans.Small Business Planning – We can consult with you to evaluate or establish employee retirement plans, executive compensation and business buy-sell/continuity strategies. We can meet with key team members of your organization, on a complimentary basis, to explore how we improve your situation going forward. Show less

Financial Advisor

• Jan 2017 - May 2020

Securities offered through LPL Financial, member FINRA/SIPC, www.finra.org and www.sipc.org Investment advice offered through V Wealth Management, a registered investment advisor. V Wealth Management and Wilkerson and Reynolds Wealth Management are separate entities from LPL Financial. 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. The LPL Financial Registered Representatives associated with this site may only discuss and/ or transact securities business with residents of the following states: AL, AR, FL, IL, KS, KY, LA, MI, MO, MS, OK, TN, TX, WA. Show less

Financial Advisor

• Jan 2002 - Dec 2016