Susan Wilkinson, Mba, Cfp® Email and Phone Number
Susan Wilkinson, Mba, Cfp® work email
- Valid
Susan Wilkinson, Mba, Cfp® personal email
Susan Wilkinson, Mba, Cfp® phone numbers
The financial consultants at Wilkinson Wealth Management LLC are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info' section.Advisory services offered through Private Advisor Group, a registered investment advisor. Wilkinson Wealth Management LLC and Private Advisor Group are separate entities from LPL Financial.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.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 the accuracy or completeness.
Wilkinson Wealth Management, Llc
View- Website:
- wilkinsonwm.com
- Employees:
- 6
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President, Wilkinson Wealth Management, Llc, Lpl Registered Principal, Certified Financial Planner™Wilkinson Wealth Management, Llc May 2008 - PresentCharlottesville, Va 22902CERTIFIED FINANCIAL PLANNER™, Wealth Management Strategies, Chartered Retirement Plan Specialist (CRPS), benefits design and review for businesses, insurance reviews, financial consultant, investment analysis, asset management, retirement planning for businesses and individuals, college planning.www.SusanWilkinsonWM.com
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Financial AdvisorSalomon Smith Barney May 2001 - May 2008Investment management, retirement planning, asset management, benefits analysis, insurance analysis and sales
Susan Wilkinson, Mba, Cfp® Skills
Susan Wilkinson, Mba, Cfp® Education Details
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Management -
Majors: Economics And Sociology
Frequently Asked Questions about Susan Wilkinson, Mba, Cfp®
What company does Susan Wilkinson, Mba, Cfp® work for?
Susan Wilkinson, Mba, Cfp® works for Wilkinson Wealth Management, Llc
What is Susan Wilkinson, Mba, Cfp®'s role at the current company?
Susan Wilkinson, Mba, Cfp®'s current role is President, Wilkinson Wealth Management, LLC, LPL Registered Principal, CERTIFIED FINANCIAL PLANNER™ at Wilkinson Wealth Management, LLC.
What is Susan Wilkinson, Mba, Cfp®'s email address?
Susan Wilkinson, Mba, Cfp®'s email address is su****@****lpl.com
What is Susan Wilkinson, Mba, Cfp®'s direct phone number?
Susan Wilkinson, Mba, Cfp®'s direct phone number is +143494*****
What schools did Susan Wilkinson, Mba, Cfp® attend?
Susan Wilkinson, Mba, Cfp® attended Webster University, University Of Mary Washington.
What skills is Susan Wilkinson, Mba, Cfp® known for?
Susan Wilkinson, Mba, Cfp® has skills like Retirement Planning, Wealth Management, Retirement, Financial Services, Securities, Finance, Asset Management, Insurance, Management, Investment Management.
Who are Susan Wilkinson, Mba, Cfp®'s colleagues?
Susan Wilkinson, Mba, Cfp®'s colleagues are Jacquelyn Nasca, Ms, Afc®, J. Thomas Antonelli Jr. Cfa, Bryan Strickland, Cfp®, Brianna Bloomberg, Alyson Martin, Dustin Ciraco, Cfp®, Afc®, Jamy Musselman.
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