3333 Peachtree Rd NE
3rd Floor,
Atlanta, GA 30326-1030
Wilkes Evans is a Wealth Advisor with Truist Bank, offering clients more than 15 years of comprehensive wealth management experience. He uses a team approach to bring together specialists in investments, financial planning, credit, and trust/estate strategies to address client needs.
Accountability is his highest principle when recommending strategies with a client’s needs and goals in mind. These strategies are supported not only by the deep experience of his team of specialists, but by his highly attentive service and coordination of resources. He takes the time to talk to a client, learn about them, and understand the critical aspects of their financial life so that he can assess the interaction and far-reaching impact of their multiple objectives.
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.
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
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