Thom Wilkinson, ChFC®, RICP®, AEP®, CLU®, CASL®
Wealth Management Advisor


Wilkinson Financial

Professional

Thom Wilkinson is a Wealth Management Advisor with Northwestern Mutual, specializing in wealth accumulation and long term care planning. He works closely with medical and legal professionals, entrepreneurs and business owners to help them prepare for financial success through a plan that balances short-term needs with long-term goals.



Education

Thom earned his Bachelor of Science Finance from Valdosta State University.



Designations

Thom Wilkinson has aquired the following designations and credentials:

  • Chartered Financial Consultant (ChFC®)
    • This designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
  • Accredited Estate Planner (AEP®)
    • The AEP® designation, granted by the National Association of Estate Planners & Councils, provides advisors with the ability to effectively advise clients in the areas of gift and estate planning covering important topics such as taxable transfers, property valuation, charitable and other deductions, and contractual beneficiary designation and operation of law
  • Retirement Income Certified Professional (RICP®)
    • An RICP® designee is trained to understand how to structure effective retirement income plans, how to mitigate risks to the plan, and how to create a sustainable stream of income to last throughout a client's retirement years.
  • Chartered Life Underwriter (CLU®)
    • This designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.
  • Chartered Advisor for Senior Living (CASL®)
    •  This designation is achieved by a financial services expert who helps his or her clients prepare for retirement. Many citizens are moving into retirement age, and they need qualified retirement planning advice. The CASL® designation delivers the specialized knowledge needed to be an effective retirement planning agent.


Associations and Memberships

  • National Association of Insurance and Financial Advisors
  • Jacksonville Association of Insurance and Financial Advisors
  • Estate Planning Council of Northeast Florida
  • Ponte Vedra Rotary Club


Years of Experience

Thom Wilkinson has been proudly representing Northwestern Mutual since 1991.

 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck