Mr. Wilkinson is President of Wilkinson Wealth Management. He is a Registered Representative and an Investment Advisory Representative with LPL Financial, member FINRA/SIPC. Mr. Wilkinson has a Bachelor's Degree in finance from Indiana University's Kelley School of Business and a Master's Degree from Harvard Business School. Mr. Wilkinson has also completed Executive Education courses in Business, Finance, and Pension Administration at University of Virginia, UCLA, and Stanford.
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 30 years experience in the financial services industry.
He is the Chairman Emeritus of the Board of the Northern California Small Business Financial Development Corporation (www.Nor-CalFDC.org). A state guarantee loan program that is part of the California Infrastructure Economic Bank (www.ibank.ca.gov). Mr. Wilkinson was appointed by Oakland Mayor Jean Quan and reappointed for two additional five year terms by Oakland Mayor Libby Shaaf as a Trustee on the Oakland Police and Fire Retirement System Board. Mr. Wilkinson was additionally appointed as Trustee to the Alameda County Employees Retirement Association by the County Supervisors in December of 2024. He is Chair of the Audit Commitee and Vice Chair of the Investment Commitee. He was recognized as a Power100 Allocator by the Power100 Organization. Mr. Wilkinson is originally from Nashville, Tennessee.