ROSWELL, GA, January 28, 2025 /24-7PressRelease/ -- Everett A. Wilkerson, CFP, has been selected for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Mr. Wilkerson is a distinguished senior investment advisor at Capital Investment Advisors in Atlanta, a promotion he acquired proving his skills and abilities as an investment advisor for the firm from 2019 to 2023. With over 20 years in the financial industry, he has developed a reputation for his investment management and financial planning expertise. In his current role, Mr. Wilkerson provides comprehensive financial planning and consulting services, focusing on retirement planning and living in retirement. Additionally, he has been imparting his knowledge to aspiring certified financial planners as an associate instructor at the University of Georgia in Atlanta since 2019
Prior to his tenure at Capital Investment Advisors, Mr. Wilkerson was an investment consultant at TD Ameritrade in the Greater Atlanta Area from 2012 to 2019. Leveraging his former experience, he began at E*TRADE Financial in 2004, where he held various roles, including corporate relationship manager from 2005 to 2006, corporate account manager for the firm's corporate service group between 2007 and 2008, and supervisor of executive services and corporate relationship management until 2012.
One of Mr. Wilkerson's most significant honors was bestowed upon him by a highly respected colleague and senior advisor at his firm, commending him for embodying the values of serving families and helping them garner a sense of security in their retirement years. Mr. Wilkerson's journey into finance was sparked by personal reflections on career longevity and sustainability. Despite a diverse career early on that included teaching English in Japan and working as a chemistry department laboratory instructor, he chose to pivot and teach individuals in a manner geared toward financial freedom and success.
Outside of his professional life, Mr. Wilkerson enjoys giving back as a volunteer with a networking group at the Roswell United Methodist Church in Roswell, Georgia. He has also been instrumental as a treasurer for the Roswell High School Swim Team and as a game-time team manager and coach for a local youth football program.
Mr. Wilkerson prepared for his career by acquiring a Bachelor of Science in biology with concentrations in biological sciences, marine sciences, and oceanography from the University of Georgia. He also obtained a Bachelor of Fine Arts in photographic design from the same institution. Highly qualified in his industry, Mr. Wilkerson received designations as a certified financial planner and certified college funding specialist.
Mr. Wilkerson aims to further enhance his expertise by obtaining additional designations related to social security and expanding his knowledge of taxes to better support his clients' financial well-being. Passionate about mentoring others in their financial advisory careers, he also envisions integrating financial therapy with life coaching to provide holistic guidance focused on fiscal health.
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