Robbie Wilkinson Email and Phone Number
It is my most sincere desire to help people pursue their life goals with confidence. I love to help individuals and families create, pursue, and achieve the things that are most important to them. I am a partner on a financial planning team with two of my closest friends, and we work as a team to offer the highest level of service and competency for our clients. You are welcome to message me any time to start a conversation, or to schedule a meeting with our team. We would love to meet you and your family.
Whiterock Wealth Design
View- Website:
- whiterockwealthdesign.com
- Employees:
- 4
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Financial AdvisorWhiterock Wealth Design Jun 2018 - PresentFayetteville, Arkansas AreaFocused on creating and developing financial plans for individuals and families. Core competencies include:*Financial Planning*Retirement Planning*Education Planning*Banking & Lending SolutionsFor important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James… Show more Focused on creating and developing financial plans for individuals and families. Core competencies include:*Financial Planning*Retirement Planning*Education Planning*Banking & Lending SolutionsFor important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.WhiteRock Wealth Design is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Show less
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Client Advisor - Vice PresidentArvest Wealth Management Mar 2012 - Jun 2018Springdale, ArkansasCreated and maintained customized financial plans for individuals and families. Core competencies included:*Financial Planning*Investments*Financial Analysis*Estate Planning*High Net Worth Relationship Management*Banking & Lending Solutions -
Commercial BankerArvest Bank Oct 2006 - Mar 2012Springdale, ArkansasDeveloped and retained commercial clients by offering commercial loans, lines of credit, and business analysis. Core competencies included:*Commercial Loans and Lines of Credit*Financial Analysis*Relationship Management*Risk Management*Business Planning -
Credit AnalystArvest Bank Aug 2004 - Oct 2006Springdale, ArkansasAnalyzed commercial credits and lending opportunities for commercial clients. Supported commercial bankers and managers to create credit memorandums and loan proposals for customers. Core competencies included:*Cash Flow Analysis*Tax Return Analysis*Profit and Loss Analysis*Commercial, Industrial, and Commercial Real Estate Analysis*Spreadsheet Reporting
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Financial Services RepresentativeArvest Bank Oct 2003 - Aug 2004Fayetteville, Arkansas AreaConsumer accounts representative responsible for the opening, closure, and maintenance of new consumer banking products. Core competencies included:*Opening and Servicing Bank Accounts*Selling Consumer Bank Products*Cross-Selling Bank Products*Customer Service/Customer Retention*Processing Deposit Transactions
Robbie Wilkinson Skills
Robbie Wilkinson Education Details
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Business Administration And Management, General
Frequently Asked Questions about Robbie Wilkinson
What company does Robbie Wilkinson work for?
Robbie Wilkinson works for Whiterock Wealth Design
What is Robbie Wilkinson's role at the current company?
Robbie Wilkinson's current role is Financial Planner at WhiteRock Wealth Design.
What schools did Robbie Wilkinson attend?
Robbie Wilkinson attended John Brown University.
What skills is Robbie Wilkinson known for?
Robbie Wilkinson has skills like Small Business Lending, Management, Commercial Banking, Financial Analysis, Team Building, Strategic Planning, Commercial Lending, Budgets, Project Management, Forecasting, Microsoft Excel.
Who are Robbie Wilkinson's colleagues?
Robbie Wilkinson's colleagues are Tammy Deloach, Matt Potter, Abbie Rycraw, Davis Cain, Jeff Meekins.
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