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Meet Sam


Sam Wilkerson joined our team in 2010 as a paraplanner, after first working within the 401(k) industry and then for an advisory group that focused on financial planning for business owners. His initial analytical role, combined with his strong research skills, helped him to evolve into his current title of Wealth Advisor, in which he builds and maintains relationships with clients while guiding them through the wealth advisory process. Additionally, as Director of Advisory Services, heads up the firm’s mentorship program and leads its efforts to improve the client experience.

Sam grew up in Mobile, Ala., and moved to Atlanta in 1999 to attend Georgia Tech, graduating with a B.S. in Management in 2003. He is a CERTIFIED FINANCIAL PLANNER® practitioner and has a master’s degree in Financial Services (MSFS).

Sam enjoys the home remodeling design process and exploring the city with his family. Someday, he hopes to own a secluded mountain cabin on a piece of beautiful property that has a river running through it.

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