Victor Wilkerson

Founding Partner at Advocacy Wealth Management LLC

Victor Wilkerson

Victor Wilkerson

Founding Partner at Advocacy Wealth Management LLC

Biography

Mr. Victor P. Wilkerson is a Founding Partner at Advocacy Wealth Management LLC. He currently serves as one of Advocacy's managing partners. His skills in institutional investment management, comprehensive financial planning, and understanding client’s needs has helped the Advocacy team build a firm with more than $500 million in assets under management. ^Over the last 18 years in the financial services industry, Mr. Wilkerson gained experience in multiple positions and disciplines ranging from staff accountant for a Credit Union to institutional retirement planning at Benmark Financial Services. While at Benmark Financial Services, he led the a team of consultants in building a $250 million retirement planning group with clients such as Fulton County Georgia, and the Association of County Commissioners of Georgia.Mr. Wilkerson is a graduate of The University of Georgia and has professional designations including Certified Financial Planner and The Chartered Life Underwriter and Chartered Financial Consultant from the American College.

Overview
Career Highlights

Advocacy Wealth Management LLC

RelSci Relationships

52

Relationships
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Founding Partner at Advocacy Wealth Management LLC

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Chief Executive Officer, Chief Compliance Officer at Advocacy Wealth Management LLC

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Chairman at Advocacy Wealth Management LLC

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Chief Investment Officer at Advocacy Wealth Management LLC

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Chief Operating Officer at Advocacy Wealth Management LLC

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Director of Client Planning at Advocacy Wealth Management LLC

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Director of Trust Implementation, Advocacy Trust Solutions at Advocacy Wealth Management LLC

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Director of Tax & Retirement Planning at Advocacy Wealth Management LLC

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Regional Director of Client Services at Advocacy Wealth Management LLC

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Investment Advisor Representative at Advocacy Wealth Management LLC

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Victor Wilkerson
Founding Partner at Advocacy Wealth Management LLC
Education
Graduate

When the University of Georgia was incorporated by an act of the General Assembly on January 27, 1785, Georgia became the first state to charter a state-supported university. In 1784 the General Assembly had set aside 40,000 acres of land to endow a college or seminary of learning. At the first meeting of the board of trustees, held in Augusta on February 13, 1786, Abraham Baldwin was selected president of the university. A native of Connecticut and a graduate of Yale University, Baldwin -- who had come to Georgia in 1784 -- drafted the charter adopted by the General Assembly. The university was actually established in 1801 when a committee of the board of trustees selected a land site. John Milledge, later a governor of the state, purchased and gave to the board of trustees the chosen tract of 633 acres on the banks of the Oconee River in northeast Georgia. Josiah Meigs was named president of the university and work was begun on the first building, originally called Franklin College in honor of Benjamin Franklin and now known as Old College. The university graduated its first class in 1804. The curriculum of traditional classical studies was broadened in 1843 to include courses in law, and again in 1872 when the university received federal funds for instruction in agriculture and mechanical arts. Seventeen colleges and schools, with auxiliary divisions, carry on the university’s programs of teaching, research, and service. These colleges and schools and the dates of their establishment as separate administrative units are: Franklin College of Arts and Sciences, 1801; College of Agricultural and Environmental Sciences, 1859; School of Law, 1859; College of Pharmacy, 1903; D. B. Daniel B. Warnell School of Forestry and Natural Resources, 1906; College of Education, 1908; Graduate School, 1910; C. Herman and Mary Virginia Terry College of Business, 1912; Henry W. Grady College of Journalism and Mass Communication, 1915; College of Family and Consumer Sciences, 1933; College of Veterinary Medicine, 1946; School of Social Work, 1964; College of Environment and Design, 1969; School of Public and International Affairs, 2001; the College of Public Health, 2005, the Odum School of Ecology, 2007 and the College of Engineering, 2012. The Division of General Extension, now the Georgia Center for Continuing Education Conference Center & Hotel, was incorporated into the university in 1947. In 1931 the General Assembly of Georgia placed all state-supported institutions of higher education, including UGA, under the jurisdiction of a single board. This organization, known as the University System of Georgia, is governed by the board of regents. The board of regents’ executive officer, the chancellor, exercises a general supervisory control over all institutions of the University System, with each institution having its own executive officers and faculty.

Career History
Founding Partner
Tenure Unconfirmed

Advocacy Wealth Management (AWM) primarily manages assets for clients seeking requiring a relatively predictable stream of income on which they depend for their well-being. Many of their clients purchase portfolios the firm has created which are bond ladders, composed of individual securities, either corporate or municipal or both, withstated maturity dates. Maturities and coupon payments are staggered to give the client regularity of income and a reasonable assurance that principal will be returned at maturity since the direct securities are all investment grade. Accordingly, AWM focuses on managingdefault risk and reinvesting unused income and return of principal. They may add other income, equity or alternative investments to enhance or diversify return. For clients with limited investment capital, the firm offers alternative portfolios that emulate the bond ladders to the degree possible while attempting appropriate diversification. AWM's investment strategies generally include long- and short-term trading of stock portfolios, mutual funds and fixed-income securities. Margin trading and option trading may be used, when appropriate.

Professional
Prior

First Tennessee Bank Asset Management invests primarily in the stocks of US large-cap companies in the health technology, energy minerals, finance and consumer non-durables sectors. The firm maintains a very low turnover rate.

Professional
Prior

Reliance Financial Corp., part of Fidelity National Information Services, Inc., is an American company located in Atlanta, GA, that provides private lending services. James T. Maxwell is currently the CEO of the firm. FIS Wealth Management Services, Inc. acquired Reliance Financial Corp. on 16 Jul 14 for $110 million.

Other Affiliations
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