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Matthew Wilkerson

Financial Advisor

As a Financial Advisor with Wells Fargo Advisors, I provide tailored investment planning built around each client's goals, values, and life circumstances. Before beginning my career in financial services, I served 20 years in the United States Air Force, where I worked as a program manager, human resources leader, quality assurance inspector, and training instructor. Those experiences shaped the way I serve clients today - with discipline, empathy, and a commitment to helping people navigate uncertainty with confidence. Throughout my military career, I had the privilege of supporting Airmen and their families through major life transitions, financial questions, and unexpected challenges. That work instilled in me a deep belief in meeting people where they are and helping them build toward long-term stability. Having traveled to more than 60 countries, I also bring a broad, global perspective that allows me to connect with clients from all backgrounds. My approach to advising is relationship-driven. I take the time to understand what matters most to my clients - their goals, concerns, and personal vision for the future - and provide thoughtful strategies designed to help them move forward with clarity. Whether planning for retirement, preparing for education expenses, or navigating a major life event, I strive to be a steady, informed partner every step of the way. For more information about how I may be able to help you pursue your financial goals, please contact me.

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