CONNECT

Address:

2400 Lakeview Parkway, Suite 550
Alpharetta, GA 30009

Phone:

(678) 647-8040

Fax/Other:

678-935-3990

Kirk A. Wilkerson

Kirk A. Wilkerson

CIMA®

CRD# 2201733

Kirk Wilkerson is a Financial Consultant and Managing Director of Consilium Associates.

Kirk integrates financial planning, investment management, and estate and philanthropic planning into a custom-tailored financial plan that helps clients accomplish their financial goals. He is responsible for bringing together the specialized resources necessary to effectively meet his clients’ needs and for building long-term client relationships based on integrity, confidence and trust.

Prior to joining Consilium Associates, Kirk was a Senior Wealth Advisor with Ronald Blue & Co. Other positions include management with McKendrick Financial Group and Financial Consultant with The Robinson Humphrey Company, a division of Shearson Lehman Brothers, and for Paine Webber, Inc.

When employed by The Robinson Humphrey Company, Kirk held his Series 7, 63 and 65 licenses, as well as Georgia Life Insurance and Annuity licenses and earned several professional designations including Guided Portfolio Manager, Retirement Planning Consultant and Managed Account Consultant. In 2001, he earned the designation of Certified Investment Management Analyst (CIMA®) through the University of Pennsylvania’s Wharton School of Finance and the Investment Management Consultants Association (IMCA).

Phone (678) 647-8039
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck