Adam Wilkinson

Adam Wilkinson, CWS®
Managing Director Senior Wealth Advisor Truist Bank

100 Crescent Ct

Suite 1000,

Dallas, TX 75201

Adam.Wilkinson@Truist.com

Phone 325-374-7664

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About me

Background

Adam Wilkinson is a Wealth Advisor with Truist Bank, offering clients more than 15 years of financial services, retirement planning, and investment management experience. He began his career after graduating college as an independent financial advisor and moved into private banking following the mortgage crisis. He’s been working with closely held family businesses his entire career, focusing on their business succession and estate planning needs. 

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Business Administration – Finance
Angelo State University 2005

Personal Interests

Adam Wilkinson earned his bachelor’s degree in Business Administration with a focus in Finance from Angelo State University. Beyond his work as a Senior Wealth Advisor, Adam values family and faith as central parts of his life. For more than 20 years, he has served in youth ministry, mentoring and teaching young men to grow as disciples. He currently leads eighth-grade boys’ classes on Wednesday evenings, teaches Sunday school, and facilitates a spiritual life group through Heritage Christian Academy. Adam also gives back through leadership roles, serving on the board of the Heritage Christian Foundation and previously with the Boys & Girls Club of the Permian Basin.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking needs of business-owners

Locations

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