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.
Mr. Wilkinson is a graduate of the University School of Nashville Tennessee. He obtained a Bachelor’s Degree in nance from the Kelley School of Business at Indiana University and a MBA from Harvard Business School (HBS). 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 Committee.
Steven Wilkinson is licensed to sell and/or discuss securities products and/or insurance products to residents of the following states listed: Steven Wilkinson is licensed to sell Insurance Products in California , New York and District of Columbia. Steven Wilkinson is registered to sell Securities in the following states: California, Colorado, DC, North Carolina and New York. Steven Wilkinson is series 63, 66 & 7 licensed. CA Insurance License Number: 0B0-3942 / NY Insurance License Number: LA-1116829 / Washington D.C Insurance License Number: 2874975.
Securities and Investment Advisory Services offered through Western International Securities, Inc., Member FINRA/SIPC. Wilkinson Wealth Management and Western International Securities Inc. are separate entities.