Profil
Mr. Victor P.
Wilkerson is a Founding Partner at Advocacy Wealth Management LLC.
He currently serves as one of Advocacy's managing partners.
His skills in institutional investment management, comprehensive financial planning, and understanding client’s needs has helped the Advocacy team build a firm with more than $500 million in assets under management.
Over the last 18 years in the financial services industry, Mr. Wilkerson gained experience in multiple positions and disciplines ranging from staff accountant for a Credit Union to institutional retirement planning at Benmark Financial Services.
While at Benmark Financial Services, he led the a team of consultants in building a $250 million retirement planning group with clients such as Fulton County Georgia, and the Association of County Commissioners of Georgia.
Mr. Wilkerson is a graduate of The University of Georgia and has professional designations including Certified Financial Planner and The Chartered Life Underwriter and Chartered Financial Consultant from the American College.
Anciens postes connus de Victor Patrick Wilkerson
| Sociétés | Poste | Fin |
|---|---|---|
Advocacy Wealth Management LLC
Advocacy Wealth Management LLC Investment ManagersFinance Advocacy Wealth’s investment strategy begins with an understanding of a client’s financial goals. The firm seeks to help clients meet their long-term cash flow, growth, and liquidity needs with an appropriate amount of risk. Their investment strategies ordinarily include long- or short-term trading of fixed and adjustable-rate income securities, stock portfolios, and mutual funds. | Gestionnaire de Portefeuille-Actions | 01/12/2018 |
Reliance Financial Corp.
Reliance Financial Corp. Finance/Rental/LeasingFinance Provides private lending services | Corporate Officer/Principal | - |
First Tennessee Bank Asset Management
First Tennessee Bank Asset Management Investment ManagersFinance First Tennessee Bank Asset Management invests primarily in the stocks of US large-cap companies in the health technology, energy minerals, finance and consumer non-durables sectors. The firm maintains a very low turnover rate. | Corporate Officer/Principal | - |
Formation de Victor Patrick Wilkerson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
First Tennessee Bank Asset Management
First Tennessee Bank Asset Management Investment ManagersFinance First Tennessee Bank Asset Management invests primarily in the stocks of US large-cap companies in the health technology, energy minerals, finance and consumer non-durables sectors. The firm maintains a very low turnover rate. | Finance |
Reliance Financial Corp.
Reliance Financial Corp. Finance/Rental/LeasingFinance Provides private lending services | Finance |
University of Georgia
University of Georgia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Advocacy Wealth Management LLC
Advocacy Wealth Management LLC Investment ManagersFinance Advocacy Wealth’s investment strategy begins with an understanding of a client’s financial goals. The firm seeks to help clients meet their long-term cash flow, growth, and liquidity needs with an appropriate amount of risk. Their investment strategies ordinarily include long- or short-term trading of fixed and adjustable-rate income securities, stock portfolios, and mutual funds. | Finance |
















