James Wilkie, CFP®, CHFC®

Jim, a partner with the firm, has been in the financial services industry for over 35 years. Mr. Wilkie provides fee-based wealth management and financial planning services for a wide variety of clients. He strives to take the emotions out of investing and counsel clients to avoid making short-sighted moves based on current market conditions. His goal is to help clients build, manage and preserve their wealth with a sustainable strategy linked directly to their risk tolerance, stage in life and personal financial goals . He belies that a wish approach is to hire an advisor based on trust, confidence, integrity and experience.

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.

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 and 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 reside in Greensboro. Their one daughter, Ashley,  lives in Whitsett with her husband Matt, their dog Cora, and their cat Luna. 

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