Title: Senior Investment Advisor
Company: Capital Investment Advisors
Location: Roswell, Georgia, United States
Everett A. Wilkerson, CFP™, Senior Investment Advisor at Capital Investment Advisors, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in finance.
With more than 15 years of experience to his credit, Mr. Wilkerson has excelled as an associate instructor of retirement planning in the Terry School of Business at the University of Georgia since 2019 and a senior investment advisor with Capital Investment Advisors since 2023. Prior to this position, he was active as an investment advisor for Capital Investment Advisors between 2019 and 2023. He previously served as an investment consultant for the Greater Atlanta are with TD Ameritrade from 2012 to 2019. Though he initially worked as an English and photography instructor in Japan as well as a chemistry laboratory instructor at the University of Georgia, Mr. Wilkerson began his career in finance as a supervisor for executive services and corporate relationship management with E*TRADE Financial from 2004 to 2012, during which time he further served as a corporate relationship manager for the aforementioned company from 2005 to 2006 and a corporate account manager for the E*TRADE Corporate Service Group from 2007 to 2008.
To support his professional ambitions, Mr. Wilkerson pursued an education at the University of Georgia, from which he graduated with a Bachelor of Science in biology, biological sciences, marine sciences, and oceanography in 1996. Additionally studying art and photography in Cortona, Italy, he likewise obtained a Bachelor of Fine Arts in photographic design from The University of Georgia. Outside of these accomplishments, he earned his certifications as a college funding specialist and a financial planner. Renowned for his expertise in investment management and holistic financial planning, Mr. Wilkerson is specifically esteemed for his emphasis on retirement planning and life in retirement, as he believes he can be a trustworthy resource for people to build their finances and prepare for a secure life in their senior years.
Having carved out a successful tenure as a scuba instructor, lifeguard, and swimming instructor for a number of decades, Mr. Wilkerson was drawn to the field of finance after realizing the physical demands of that industry were too consuming, and reading the book, “Rich Dad, Poor Dad” from Robert Kiyosaki and Sharon Lechter helped provide him with critical perspective. Among the highlights of his career, he fondly recalls receiving a leather portfolio from a senior advisor at his firm as a token of appreciation for embodying the values of aiding families in need for more than 20 years. Looking toward the future, Mr. Wilkerson hopes to garner additional credentials as an expert in social security and taxes, which will enable him to expand upon his business and better help his clients with concerns in those areas.
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