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Client Centered

About

Wilkinson Wealth Management, LLC is a full-service investment services firm.

We center our business around providing personalized, comprehensive guidance for our clients that is motivated by care and compassion for them, their families, and their businesses.


Real People.
Real Financial Situations.
Real Partnerships.

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We believe that effective financial advice is never one-size-fits-all. That’s why we employ a meticulous and detail-oriented approach to ensure that the guidance we give is tailored to your specific goals.

Our planning and investment service processes are designed to meet clients where they are, regardless of their experience. And with a team of seasoned professionals that span the spectrum of financial expertise, we have the knowledge and skills to help a wide array of clients define goals and practical steps toward success.


Financial
Planning


Investments
Management


Retirement Income
Strategies


Tax
Planning

Meet Your TeamOur Advisors

Susan Wilkinson, MBA, CFP®, CDFA®, SE-AWMA

Susan M. Wilkinson, MBA, CFP®, CRPS,  CDFA®, SE-AWMA (she/her)

Sr. Investment Professional | Branch Manager | Founder Wilkinson Wealth Management, LLC

Mark Sherman, CFA®

Mark Sherman, CFA®

Chief Investment Officer

Jacquelyn Nasca, MS

Jacquelyn Nasca, MS (she/her)

Financial Advisor | Accredited Financial Counselor®/AFC

Nathan Thurston

Nathan Thurston, CPFA® (He/Him) 

Financial Advisor

Tom Antonelli, Jr. CFA

Tom Antonelli, Jr. CFA

Sr. Investment Professional

Our Financial Planners

Mitchell Moore

Mitchell Moore (he/him)

Financial Planner

Gabbie Newby-Patterson

Gabbie Newby-Patterson

Sales Assistant

Our Support Staff

Jamy Musselman

Jamy Musselman (she/her)

Sales Assistant | Chief Operating Officer

Tyler Teass

Tyler Teass (he/him)

Operations & Sales Assistant

Contact UsWe Want To Hear From You

Do you have a question? Want a quote? Use this form to send us an email and one of our team members would be happy to assist you.

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InsightsKnowledge Library

A Path to Serenity and Smart Money Choices

A Path to Serenity and Smart Money Choices

An article about meditation, mindfulness, and financial well-being.
Learn More
Making a Charitable Contribution

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.
Learn More
Grantor Retained Annuity Trusts (GRATs)

Grantor Retained Annuity Trusts (GRATs)

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Learn More