Bill Wilkins, CEO
Bill Wilkins, President of Wilkins Wealth Management Group, LLC, has over 30 years in the Financial Services Industry. He graduated from the University of Dayton in 1990 with a Bachelor of Science degree in Business Administration and a Major in Finance.
Bill was recognized with the 5 Star Manager Award in Cincinnati Magazine, July 2016 & 2017. *Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016-2017 Five Star Wealth Managers.
Bill obtained his CERTIFIED FINANCIAL PLANNER™ designation in 1999 from the College for Financial Planning in Denver, CO. Even though Bill has worked for such financial firms as Fidelity and Merrill Lynch, Bill felt he could serve his clients more objectively by joining the #1 Independent Broker/Dealer in the country*, LPL Financial. By utilizing LPL Financial's Platform, Bill has been able to provide objective advice and gain access to some of the most comprehensive, nonproprietary investments and insurance products in the industry. Bill resides in Mason, OH with his wife of 26 years, Susan, and two children.
The CERTIFIED FINANCIAL PLANNER™ designation is recognized as the standard of excellence for personal financial planning. Bill is required to renew his certification every 2 years by completing 30 hours of continuing education. As a Certified Financial Planner™ Board Designee, Bill is bound by the CFP Code of Ethics Principles. The second principle, Objectivity, requires honesty and impartiality which Bill believes can be best achieved through LPL Financial's Independent Advisor Platform.
Bill obtained his Certified Tax Advisor certification through the Main Street Tax Advisor Program in July 2023
*Based on total revenues, as reported in Financial Planning magazine, June 1996-2023