Victor P. Wilkerson, CFP®, CLU, CFC, RSP
President - Investment Advisor Representative
Victor brings over 25 years of experience as a financial planner, wealth strategist, and client advocate to the team of professionals leading the firm. This experience was gained in multiple senior roles in managing financial service companies and working directly with clients. This has given him insight into effective ways to help families reach their financial goals in a complex regulatory world.
During his career, he has served in multiple roles including investment adviser representative to several national trust companies and non-profit special needs pooled trusts. Additionally, he has also served as an investment advisory representative to municipal governments and community banks. For the past decade his focus has been on injured families and their unique needs in preserving public benefits and managing sudden wealth. This work has translated into a practical knowledge of investment planning, tax planning, and holistic risk management.
Victor is a Certified Financial Planner®, Chartered Life Underwriter, Chartered Financial Consultant, and Registered Settlement Planner. This education has given him the foundation in financial planning to help clients meet their needs in almost any situation. Including deep analysis of tax strategies, income planning, estate planning review, and trust consulting.
Victor is a US Army Veteran.
Education
University of Georgia, Bs ED.
Business Experience
BrookHaven Family Office, Managing Director, Planning; 2020 - Present
Bison Advisors, LLC; President; 8/2022 - Present
Bison Advisors, LLC; Business Development Officer and Investment Advisor Representative; 11/2021 – Present
Armis Strategies; President; 11/2021 – Present
Trinity Street Financial; Founder; 05/2021 – Present
American Global Wealth Management; Registered Representative; 12/2019 – 12/2023
Cape Investment Advisory; President; 02/2019 – 11/2021
Cape Securities; President; 02/2019 – 11/2021
Advocacy Wealth Management; Founding Partner and President; 07/2011 – 12/2018
Sage Capital Holdings, LLC, Investment Advisor Representative; 07/2011-10/2015
Sage Southeastern Securities, Inc., Registered Representative; 05/2010 – 10/2015
Reliance Trust Company; Financial Advisor; 11/2007 – 07/2011
First Tennessee Bank; Regional Financial Planner-Private Banking; 12/2003 – 11/2007
Benmark Financial Services/CBIZ; Senior Vice President; 06/1997 – 11/2003
Olde Stockbrokers; Stockbroker, 01/1997 – 06/1997
Disciplinary Information
Victor Wilkerson has no reportable disciplinary history.
Other Business Activities
Victor is active in the following Investment-Related Activities for which he receives compensation in addition to compensation he receives as an investment advisory representative:
Victor is the President of Armis Strategies a General Insurance Agency recommendations made to clients in this role may involve insurance products that generate commissions or additional compensation. This may incentivize the agent to recommend these products.
Victor is the Founder of Trinity Street Financial a Settlement Planning Firm recommendations made to clients in this role may involve insurance products that generate commissions or additional compensation. This may incentivize the agent to recommend these products.
Non-Investment Related Activities: None
Additional Compensation
Victor Wilkerson does not receive any economic benefit from a non-advisory client for the provision of advisory services.
Supervision
Supervisor: Jason Luhan | Chief Compliance Officer | 706-376-4882