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Adam Wilkinson

Adam Wilkinson, CWS®
Vice President Wealth Advisor Truist Bank

100 Crescent Ct

Dallas, TX 75201

Adam.Wilkinson@Truist.com

Phone 214-234-7707

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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.

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

Education

Business Administration – Finance
Angelo State University 2005

Personal Interests

Adam earned a bachelor’s degree in business administration, with a specialty in finance, from Angelo State University. When not taking his kids to a volleyball tournament, rodeo, or baseball game, he’s actively involved with his church. For the past 18 years, he’s worked with kids at multiple churches. Today, Adam works with 1st- through 6th-graders on Wednesday evenings, teaching young men how to be disciples using outdoor cooking as a tool. He also leads Sunday school for 9th-graders. Adam has previously served on the board at 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 and/or wealth needs of business owners.

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