Susan Wilkinson Email & Phone Number
President, Wilkinson Wealth Management, LLC, LPL Registered Principal, CERTIFIED FINANCIAL PLANNER™ @ Wilkinson Wealth Management, LLC
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Susan Wilkinson Location
- Charlottesville, VA, US
Susan Wilkinson Work
- President, Wilkinson Wealth Management, LLC, LPL Registered Principal, CERTIFIED FINANCIAL PLANNER™ @ (May 2008 - Present)
- Financial Advisor @ (May 2001 - May 2008)
Susan Wilkinson Education
- Webster University
MBA (Management)
1995-1996 - University of Mary Washington
BA Liberal Arts (Majors: Economics and Sociology)
1977-1980
Susan Wilkinson Skills
- Management
- Securities
- Microsoft Office
- Project Management
- Investments
- Asset Management
- Healthcare
- Finance
- Retirement
- Insurance
- Financial Services
- Retirement Planning
- Wealth Management
- Investment Management
Susan Wilkinson Summary
- Susan Wilkinson, based in Charlottesville, VA, US, is currently a President, Wilkinson Wealth Management, LLC, LPL Registered Principal, CERTIFIED FINANCIAL PLANNER™ at Wilkinson Wealth Management, LLC. Susan Wilkinson brings experience from previous roles at Salomon Smith Barney. Susan Wilkinson holds a 1995 - 1996 MBA in Management @ Webster University. With a robust skill set that includes Management, Securities, Microsoft Office, Project Management, Investments and more. Susan Wilkinson has 2 emails and 1 mobile phone numbers on RocketReach.
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