Wilkerson And Reynolds Wealth Management

Welcome to a unique community - a community in which acts of "random kindness" occur on a daily basis, a place where you'll find your favorite beverage being served when you arrive and your birthdays and special occasions fondly noted. 


It's a refreshing experience, and at its center, you'll find Carroll Wilkerson & Jared W. Reynolds, of Wilkerson & Reynolds Wealth Management, who have reached out to their clients in an extraordinary way, and built long lasting friendships.

Jared and Carroll are CERTIFIED FINANCIAL PLANNER™ professionals and Financial Advisors with Waddell & Reed and have 30 years of combined experience in the financial services industry.   They have created their service around personal care and client appreciation. They can help you simplify the demands of managing your wealth in order to enable you to devote time to your business, your personal endeavors, your family and of course, improving your overall quality of life.

They help organize your assets, implement investment and insurance strategies, and develop your financial and estate plans to help simplify, consolidate and integrate every aspect of your financial future.

Our website is just an introduction to our friendly staff and full compliment of financial services.  As our name implies, we help pre-retirees and retirees plan financial futures and protect their hard-earned money.  We know you want more financial freedom, more free time for traveling and spending time with family, and more meaning from the years ahead - and we focus our time working and planning to help make it happen!

 Waddell & Reed and Wilkerson & Reynolds Wealth Management are not affiliated companies.
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Newsletters

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

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