Adam Wilkinson

Adam Wilkinson, CWS®
Wealth Advisor Truist Bank

2001 Ross Ave

Suite 2700,

Dallas, TX 75201-2911

About me

Background

I’m a Wealth Advisor with Truist Wealth, offering clients more than 15 years of financial services, retirement planning, and investment management experience. 

I began my career after graduating college as an independent financial advisor and moved into private banking following the mortgage crisis. I’ve been working with closely held family businesses my 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

Degree in Business Administration – Specializing in Finance
Angelo State University 2005

Personal Interests

I earned a Bachelor’s in Business Administration, with a specialty in Finance, from Angelo State University. When not taking my kids to a volleyball tournament, rodeo, or baseball ball game, I’m actively involved with my church. For the past 18 years, I’ve worked with kids at multiple churches. Today, I work with 1st through 6th graders on Wednesday evenings, teaching young men how to be disciples using outdoor cooking as a tool, and lead Sunday school for 9th graders. I’ve 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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