Les Wilkerson

Les Wilkerson, AIF®
Vice President Financial Advisor Private Client Group Truist Investment Services, Inc.

300 Summers St.

Suite 500,

Charleston, WV 25301

LES.WILKERSON@TRUIST.COM

Phone 304-357-6511

Fax 304-357-6501

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About me

Background

Les is a Financial Advisor with Truist Investment Services, Inc. He offers clients more than 15 years of financial services, retirement planning, and investment management experience. Les joined Truist in 2013 coming from Merrill Lynch feeling it was a better fit for his clients. Les believes clients that are involved in their financial planning may have a better level of financial well-being to help address their goals. He has extensive knowledge in asset allocation using in-house and third party money managers. 

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

Personal Interests

Les works with several non-profits dedicated to the betterment of their communities. When not working or volunteering, Les spends as much time as he can in the mountains of his home state of West Virginia.

Specialties

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

  • 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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • 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

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

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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