Mr. Wilkinson is President of Wilkinson Wealth Management. He is a Registered Representative and Investment Advisory Representative with Western International Securities, member FINRA/SIPC. Originally from Nashville, Tennessee; Mr. Wilkinson began his financial career as a FDIC Bank Examiner and later specialized in financial services with Morgan Stanley as a registered representative. He has over 25 years experience in the financial services industry.
Mr. Wilkinson earned his MBA from Harvard Business School and obtained his Bachelor's Degree in Finance from the Kelley School of Business at Indiana University. 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.
Mr. Wilkinson is a member of The Court of the Table, a distinguished recognition by the insurance industry's Million Dollar Round Table (MDRT). MDRT recognizes members who demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service.
As the Chairman of the Board, Mr. Wilkinson leads Nor-Cal's experienced and capable Board Members in providing guidance, oversight and commitment to helping expand Nor-Cal's reach and passion for supporting small business owners.