Carroll Wilkerson and Jared Reynolds founded Wilkerson & Reynolds Wealth Management in January of 2009. During their 45 years of combined experience it has been their mission to be a resource and assist clients in making informed financial decisions through education, communication, and the financial planning process, while keeping the client’s interest paramount. Utilizing a comprehensive suite of investment management and wealth planning solutions, the founders have been serving affluent families, business owners, executives and companies since 1985.
From their office in Columbia, MO Wilkerson & Reynolds serves not only the community in which they live, but also serve client relationships in over 30 other states.
In January of 2017, Wilkerson & Reynolds made a broker dealer change from Waddell & Reed to LPL Financial. The firm is always striving to affiliate with other firms and partners who allow them to provide our clients with the highest level of client experience, wealth management solutions, and technology. The new affiliation with LPL partners them with a large, resourceful broker dealer that will provide leading-edge technology, investment management resources and a large advisor network for sharing best practices for clients. Wilkerson & Reynolds has gained investment freedom and flexibility as a hybrid RIA through LPL, allowing them to act as advocates and fiduciaries for their clients and still have access to a full-line of solutions.
Wilkerson & Reynolds has also begun working with Dimensional Fund Advisors, a leading global investment firm that has been translating academic research into practical investment solutions since 1981. DFA seeks to add value by building portfolios that target higher expected returns in a cost-effective manner, and has demonstrated a long track record of strong performance. Wilkerson & Reynolds is the only firm in Columbia, MO able to provide clients with DFA's premier investment options. To see how Dimensional Funds can enhance your investment experience learn more about Dimensional Investing.