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

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

Founder, Managing Partner | Financial Advisor | LPL Registered Principal

Areas of Experience

  • Wealth Management
  • Retirement & Distribution Planning
  • Estate & Business Transition Planning
  • Money Concerns & Budgeting
  • Divorce Planning

Education/Certification

  • Holds FINRA 7,9/10, 63, 65 through LPL Financial, in addition to insurance licenses
  • MBA in Management, Webster University
  • CERTIFIED FINANCIAL PLANNER® professional

 Affiliations

  • Member, Central Virginia Estate Planning Council
  • Member, University of Virginia’s Financial Advisory Counsel
  • Member, Investment & Wealth Institute
  • Member, Certified Financial Professional Board (CFPB)
  • Registered Player Financial Advisor, National Football League Players Association (NFLPA)
  • Member, Financial Planning Association (FPA)

Susan is the founder and managing partner of Wilkinson Wealth Management. With over 25 years of experience, she is passionate about supporting and guidance clients as they work toward their financial goals. She is known for building long-term relationships with her clients, digging deep into their values, concerns, needs, and goals so she can build a financial plan tailored to their unique life.

Passionate about giving back to the community, Susan is involved with several local nonprofit organizations. She is a founding member of the Charlottesville Wounded Warrior 5K run, and is a member of Women United of the United Way of Charlottesville, VA. She also serves on the board of directors for Foothills Child Advocacy Center.

When she’s not serving clients, you can find Susan outside, either gardening, biking, or hiking. She’s a homebody at heart who loves music, especially playing the piano and cello. One of her favorite things to do is spend time with family, including her husband, Terry, her children, and her twin granddaughters, whom she affectionately (and appropriately) calls the “twinados.”

CRPS conferred by College for Financial Planning.