Wilkinson Financial
Thom Wilkinson
Wealth Management Advisor|ChFC®, RICP®, AEP®, CLU®, CASL®
Personal
Thom Wilkinson and his wife, Dana, reside in Ponte Vedra Beach. Both are graduates of Valdosta State University and originally from Valdosta, Georgia. They have three sons, Thomas, Lanier and James, who also live and work in the Ponte Vedra area.
In his free time, Thom enjoys reading, playing golf, fishing, skeet shooting and swimming.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Christ Episcopal Church
Thom is an active member of Christ Episcopal Church in Ponte Vedra. He is currently a Eucharist Minister and was formerly a member of the vestry.
Ponte Vedra Rotary
Thom is an active member of the Ponte Vedra Rotary Club.
Professional
Thom Wilkinson is a Wealth Management Advisor with Northwestern Mutual, specializing in wealth accumulation and long term care planning. He works closely with medical and legal professionals, entrepreneurs and business owners to help them prepare for financial success through a plan that balances short-term needs with long-term goals.
Education
Thom earned his Bachelor of Science Finance from Valdosta State University.
Associations and Memberships
- National Association of Insurance and Financial Advisors
- Jacksonville Association of Insurance and Financial Advisors
- Estate Planning Council of Northeast Florida
- Ponte Vedra Rotary Club
Years of Experience
Thom Wilkinson has been proudly representing Northwestern Mutual since 1991.
Awards and Recognition
- Million Dollar Round Table (MDRT) Life Member 1996, 2014-2017
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- MDRT Provisional Member 1993
- MDRT Qualifying Member 2000-2001, 2003-2004, 2006-2009
- MDRT Qualifying/Life Member 2011-2013, 2018-2021
- National Quality Award 1995-1996, 2002
- Award recognizing persistency and performance
Designations
Thom Wilkinson has acquired the following designations and credentials:
- Chartered Financial Consultant (ChFC©)
- This designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC© program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
- Accredited Estate Planner (AEP©)
- The AEP© designation, granted by the National Association of Estate Planners & Councils, provides advisors with the ability to effectively advise clients in the areas of gift and estate planning covering important topics such as taxable transfers, property valuation, charitable and other deductions, and contractual beneficiary designation and operation of law.
- Retirement Income Certified Professional (RICP©)
- An RICP© designee is trained to understand how to structure effective retirement income plans, how to mitigate risks to the plan, and how to create a sustainable stream of income to last throughout a client's retirement years.
- Chartered Life Underwriter (CLU©)
- This designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU©, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU© designation symbolizes continuing growth and commitment to professionalism.
- Chartered Advisor for Senior Living (CASL©)
- This designation is achieved by a financial services expert who helps his or her clients prepare for retirement. Many citizens are moving into retirement age, and they need qualified retirement planning advice. The CASL© designation delivers the specialized knowledge needed to be an effective retirement planning agent.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
