Wilkinson Wealth Management, LLC
Helping others pursue financial independence has always been a goal for Susan Wilkinson. After 12 years at large brokerage firms, she started Wilkinson Wealth Management, LLC in 2008 to help clients work toward financial independence through investments and financial planning. With undergraduate degrees in Economics and Sociology, as well as an MBA, she is well-qualified to guide people through the intricacies of planning their financial lives.
As a registered LPL Financial Advisor, Susan assists clients with retirement planning, investments, insurance, and business benefits. Contact her today for a consultation regarding your financial plan.