Victor Wilkerson, CFP®, ChFC, RSP
Victor 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. He is a Registered Investment Advisor Associate licensed as a Series 65 and a Registered Settlement Planner. He has qualified and held Series 7, 24, 51,52, and 63 licenses in the past.
Over the last 18 years in the financial services industry, Victor 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, Victor 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.
Victor left the institutional side of the business to build the wealth management office of First Tennessee Bank in Atlanta, finding his passion: individual needs-based planning. Reliance Financial, a multi-billion dollar Atlanta-based firm, recruited him from First Tennessee. This experience positioned Victor and his team to partner with Forge Consulting to build Advocacy Wealth Management, a client-focused Registered Investment Advisory Firm providing financial guidance and predictable wealth management strategies to the settlement recipient.
Victor 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. Victor was also recognized by Atlanta Magazine as a five star wealth manager for 2012.
Victor is actively engaged in the settlement industry, is a member of the Society of Settlement Planners, and is a Registered Settlement Planner.
Victor currently resides in North Georgia with his wife Nikole, a Cobb County School Teacher of 18 years, and their two children, Aidan and Grace. Victor is a former president and board member of the Rocky Mountain Elementary Board of Education.
Forge Consulting is a national insurance agency. We analyze but do not provide investment, legal or tax advice. Advocacy Wealth, a Registered Investment Adviser, offers financial planning. Advocacy Trust offers fiduciary services. Forge is the parent company of both Advocacy subsidiaries.
Securities and Insurance Products are NOT insured by the FDIC, nor by any other Federal or State Government Agency, are NOT a Deposit of and are NOT Guaranteed by a Bank or any Bank Affiliate, and MAY lose value.
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