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Terrance Wilkerson
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Terrance Wilkerson

President | Wealth Management Advisor
 
Merrill Lynch

75115, United States

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About Terrance Wilkerson

Professional Summary:  

 

Terrance Wilkerson has offered focused wealth management and asset investment solutions for over a decade to communities in Dallas. As Vice President and Wealth Management Advisor for Merrill Lynch, Mr. Wilkerson works with individuals of high net worth to develop profitable investment, retirement, and estate planning strategies that minimize risk. He also offers small business owners and private practice lawyers and doctors assistance in establishing lines of credit to help their businesses grow. In all aspects of his consulting work, Terrance Wilkerson takes advantage of Merrill Lynch’s global network of researchers as well as market analysts in Wall Street. He excels in offering in-depth analysis and forecasting on specific stocks, firms, and funds.

Terrance Wilkerson earned his Bachelor’s degree from Dillard University, New Orleans, with a major in Accounting and a minor in Finance. He subsequently took a position as Financial Analyst with the information technology and business solutions outsourcing leader Affiliated Computer Services Inc. Mr. Wilkerson’s duties included reconciling expense reports with budgets, preparing budget and forecast statements, and providing necessary documentation for corporate acquisitions. In 1999, he launched his career in financial consulting with Morgan Stanley in Dallas. From the start, Terrance Wilkerson achieved exceptional performance levels, raising over $10 million in capital assets for three consecutive years and gaining recognition as “national top sales advisor”. After five years with the firm, he was promoted to a position as Associate Vice President and Senior Consultant. His experience at Morgan Stanley established Mr. Wilkerson as one of the top minority wealth management specialists in the state of Texas, and he maintains the status to this day.

Terrance Wilkerson is committed in his support of charitable organizations that benefit minority communities throughout Texas. He contributes to The Black Academy of Arts and Letters, Inc., a multi-disciplinary Dallas group that organizes numerous exhibitions and performing arts events. Mr. Wilkerson also supports the Heart of A Warrior Foundation which provides education for youth in underserved areas. A tennis, golf, and swimming enthusiast, Terrance Wilkerson offers his time as a volunteer coach for youth football and basketball teams.

 

Professional Experience:   

 

Merrill Lynch

Vice President | Wealth Management Advisor

Securities Industries

Dallas, Texas

2009 - Present

 

Education:

 

Dillard University

Accounting, minor Finance

Bachelor of Science

1973 - 1979

 

Interests:    

 

Golf, tennis, swimming, coaching youth football and basketball

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