Thom Wilkinson

Jen joined Thom's team in April 2006. She is a graduate of the University of North Florida with a Bachelor’s degree in Psychology.  She has her Series 7 and 66 securities licenses, and is insurance and long term care licensed. Her focus is on building client plans, investment operations, and providing our clients with excellent service. In her spare time she is the Chair for the Red Shoe Crew, the young professionals group with Ronald McDonald House Charities of Jacksonville, Inc.

Anne has extensive experience in the financial services industry and is a graduate of Winthrop University where she majored in business administration with an emphasis in finance.  Previously licensed, she spent many years excelling in her field before transitioning into education, where she dedicated three years to teaching middle school math.

Anne is a devoted wife and mother, balancing her professional achievements with a strong commitment to her family. Her husband is a retired Navy veteran who served 28 years, and together they have two daughters.

Anne’s unique blend of financial expertise, educational experience, and dedication to family and community makes her a well-rounded and driven individual ready to embrace her role with Wilkinson Financial.

Dana's focus is on office administration and the delivery of outstanding client service. She has a Bachelor degree in Business Management from Valdosta State University. She has been working with Thom since 1998.