AeroLeads people directory · profile
Sam Wilkerson, Msfs, Cfp®, Cdfa® Email & Phone Number
Disclosures
at
Disclosures
1 work email found
@jbakeradvisor.com
1 phone found area 678
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Who is Sam Wilkerson, Msfs, Cfp®, Cdfa®? Overview
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Quick answer
Sam Wilkerson, Msfs, Cfp®, Cdfa® is listed as Disclosures at Disclosures, based in Atlanta Metropolitan Area, United States. AeroLeads shows a work email signal at jbakeradvisor.com, phone signal with area code 678, and a matched LinkedIn profile for Sam Wilkerson, Msfs, Cfp®, Cdfa®.
Sam Wilkerson, Msfs, Cfp®, Cdfa® previously worked as Senior Wealth Advisor at Carson Wealth. Sam Wilkerson, Msfs, Cfp®, Cdfa® holds Bs Management, Finance & Marketing from Georgia Tech Scheller College Of Business.
Company email context
Email format at Disclosures
This section adds company-level context without repeating Sam Wilkerson, Msfs, Cfp®, Cdfa®'s masked contact details.
{first}@jbakeradvisor.com
86% confidence
AeroLeads found 1 current-domain work email signal for Sam Wilkerson, Msfs, Cfp®, Cdfa®. Compare company email patterns before reaching out.
Profile bio
About Sam Wilkerson, Msfs, Cfp®, Cdfa®
Personal: Chattahoochee River Walks, Bicycle Riding, exploring new neighborhoods in Atlanta, Vinyl RecordsValue: *Helping clients achieve "their WHY"*Fee-based financial planning coach (planning fees & AUM), leader, and motivator*Project Management & a Leader - proven success and ability to evolve in the business*Immaculate attention to detail; *15+ years using eMoney ; Holistiplan; SocSecAnalyzerInvestment, Insurance, and Bucketing Distribution strategies*DIVORCE specialist, helping both clients and attorneys navigate the journey from financial and emotional perspective.Balances both technical and sales aspectsLicenses & Designations: Series 66 & GA Insurance: Life & Health; CERTIFIED FINANCIAL PLANNER™ , Masters Degree in Financial Services. Certified Divorce Financial Analyst.
Listed skills include Strategic Financial Planning, Investments, Wealth Management, Financial Services, and 12 others.
Current workplace
Sam Wilkerson, Msfs, Cfp®, Cdfa®'s current company
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3 roles
Sam Wilkerson, Msfs, Cfp®, Cdfa® work experience
A career timeline built from the work history available for this profile.
Senior Wealth Advisor
CurrentLeading clients toward Financial Independence. Coaching colleagues in their career growth. Nurturing relationships across the country. Asking clients and colleagues: "What is your WHY?" Certified Divorce Financial Analyst® - advocating for clients during a challenging time in their life. Assisting divorce attorneys with the complicated & nuanced financial aspects of divorce and the division of assets & income.Analyst to Advisor to Trainer to Motivator to Director to Leader.Approaching 13 years with these clients and my colleagues, it brings pride to see clients accomplishing what we set out to achieve. It is rewarding to mentor colleagues and then witness their success. Growing through change: 2020, in midst of COVID and stock market downturn, we shifted to RIA-only, moved from one B/D to a new RIA platform, converted client relationships, rebuilt all of the portfolios in a tax-efficient manner, and gained a lot of wisdom each step of the way.
Jan 2023 - Present
Disclosures
Current
Disclosures
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERtm, and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.This email transmission and its attachments, if any, are confidential and intended only for the use of particular persons and entities. They may also be work product and/or protected by the attorney-client privilege or other privileges. Delivery to someone other than the intended recipient(s) shall not be deemed to waive any privilege. Review, distribution, storage, transmittal or other use of the email and any attachment by an unintended recipient is expressly prohibited. If you are not the named addressee (or its agent) or this email has been addressed to you in error, please immediately notify the sender by reply email and permanently delete the email and its attachmentsFINRA website: www.finra.orgSIPC website: www.sipc.orgMSRB website: www.msrb.org
Apr 2010 - Present
3 education records
Sam Wilkerson, Msfs, Cfp®, Cdfa® education
Bs Management, Finance & Marketing
Masters Of Science In Financial Services, Financial Services, Graduated
Certified Financial Planner™ Preparation Courses, Financial Planning And Services
FAQ
Frequently asked questions about Sam Wilkerson, Msfs, Cfp®, Cdfa®
Quick answers generated from the profile data available on this page.
What company does Sam Wilkerson, Msfs, Cfp®, Cdfa® work for?
Sam Wilkerson, Msfs, Cfp®, Cdfa® works for Disclosures.
What is Sam Wilkerson, Msfs, Cfp®, Cdfa®'s role at Disclosures?
Sam Wilkerson, Msfs, Cfp®, Cdfa® is listed as Disclosures at Disclosures.
What is Sam Wilkerson, Msfs, Cfp®, Cdfa®'s email address?
AeroLeads has found 1 work email signal at @jbakeradvisor.com for Sam Wilkerson, Msfs, Cfp®, Cdfa® at Disclosures.
What is Sam Wilkerson, Msfs, Cfp®, Cdfa®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 678 for Sam Wilkerson, Msfs, Cfp®, Cdfa® at Disclosures.
Where is Sam Wilkerson, Msfs, Cfp®, Cdfa® based?
Sam Wilkerson, Msfs, Cfp®, Cdfa® is based in Atlanta Metropolitan Area, United States while working with Disclosures.
What companies has Sam Wilkerson, Msfs, Cfp®, Cdfa® worked for?
Sam Wilkerson, Msfs, Cfp®, Cdfa® has worked for Disclosures and Carson Wealth.
How can I contact Sam Wilkerson, Msfs, Cfp®, Cdfa®?
You can use AeroLeads to view verified contact signals for Sam Wilkerson, Msfs, Cfp®, Cdfa® at Disclosures, including work email, phone, and LinkedIn data when available.
What schools did Sam Wilkerson, Msfs, Cfp®, Cdfa® attend?
Sam Wilkerson, Msfs, Cfp®, Cdfa® holds Bs Management, Finance & Marketing from Georgia Tech Scheller College Of Business.
What skills is Sam Wilkerson, Msfs, Cfp®, Cdfa® known for?
Sam Wilkerson, Msfs, Cfp®, Cdfa® is listed with skills including Strategic Financial Planning, Investments, Wealth Management, Financial Services, Financial Analysis, Investment Advisory, Strategy, and Investment Strategies.
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