Managing Partner

Jim, a partner with the firm, has been in the financial services industry for over 30 years.  Mr. Wilkie has focused his practice in the areas of Investment and Retirement Planning, as well as in Estate Preservation including Long-Term Care planning.  Mr. Wilkie is a CERTIFIED FINANCIAL PLANNERTM (CFP®).

Originally from Ridgewood, New Jersey, Mr. Wilkie moved to Greensboro in 1987.  He received his Bachelors of Science in Finance with a minor in Communications from The University of North Carolina at Greensboro. 

Mr. Wilkie is a member of the Society of Financial Services Professionals, the Greensboro Association of Insurance and Financial Advisors, and is a qualifying member of the Million -Dollar Round Table, an independent, international organization representing financial service professionals worldwide.

The Wilkie's are active members of Westminster Presbyterian Church. Jim has gone on several mission trips, Kenya, Africa being his favorite. He serves as an Elder for Westminster Presbyterian; he is Chair of the Endowment Committee and a member of the Administrative and Finance Committee. Jim formerly served on the Board of Directors for Habitat for Humanity of Greensboro. Recently Jim joined the board as Treasurer for Ukirk ministries, a campus ministry at UNC-Greensboro. In his spare time, Jim enjoys exercising and playing golf. He, his wife Pamela and daughter Ashley reside in Greensboro.

Mr. Wilkie is a Registered Representative and Investment Advisor Representative with and offers access to securities through LPL Financial, Member FINRA/SIPC.