Wilkinson Wealth Management

CONNECT

Address:

300 Frank H. Ogawa Plaza, Suite 252
Oakland, CA 94612-1425

Phone:

510-625-1400

Fax/Other:

510-217-3748

Qualifications




Steven Wilkinson


 




Mr. Wilkinson is President of Wilkinson Wealth Management. He is a Registered Representative and Investment Advisory Representative with Western International Securities, member FINRA/SIPC.



Mr. Wilkinson began his financial career as a FDIC bank Examiner and  began in financial services with Morgan Stanley, Smith Barney as a registered representative. He has over 25 years experience in the financial services industry.  He is also a member of The Court of the Table, a distinguish recognition by the insurance industry's Million Dollar Round Table (MDRT).  MDRT recognizes members who demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. 



Mr. Wilkinson has an MBA from Harvard Business School (HBS).. He obtained a Bachelor's Degree in finance from the Kelley School of Business at Indiana University. He is the Chairman of the Board of the Northern California Small Business Financial Development Corporation (NorCal-FDC). Mr. Wilkinson was appointed by the Oakland Mayor as a Trustee on the Oakland Police and Fire Pension Board.  He serves on the Investment Commitee.  Mr. Wilkinson is Originally from Nashville, Tennessee.


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck