Sam Wilkerson
Areas of Expertise
Qualifications & Experience
- B.S. in Management (President's Scholar), Georgia Institute of Technology
- Masters of Science, Financial Services
- CERTIFIED FINANCIAL PLANNER (CFP®)
- Certified Divorce Financial Analyst
Media
Words to Live By
Client Experience Professionals
Team Members
About
With 20 years in wealth management, Sam blends strategic analysis and a deep understanding of the emotions and trade-offs that shape financial choices. He uses scenario modeling and cash-flow planning to provide clients with clarity and direction through his research-driven approach: translating data into actionable strategies.
Sam’s expertise spans comprehensive financial planning, tax-efficient portfolio strategies, and guidance for families as they navigate important “life transition” experiences such as retirement, children, aging parents, and divorce.
A native of Mobile, Alabama, Sam moved to Atlanta to attend Georgia Tech. Outside of work, Sam enjoys exploring the city with his wife and two children, cycling, river walks, and collecting vinyl records – mostly ‘70s classics with a few ‘90s favorites mixed in.