John Pilkington
Wealth Advisor | High Handicap Golfer
- Role
- Wealth Advisor Executive at Vanguard
- Location
- Belmont, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About John Pilkington
Innovative, goal-based Financial Advisor with over 20 years of finance and financial…
Experience
Wealth Advisor Executive
Jan 2025 — Present
Education
The University of North Carolina at Chapel Hill
B.A., Economics
1999 — 2004
Skills
- Series 63
- Retirement
- Wealth Management
- Financial Planning
- Investment Advisory
- Financial Analysis
- Investment Management
- Investment Strategies
- Alternative Investments
- Series 7
- Certified Financial Planner
- Asset Allocation
- Mutual Funds
- Risk Management
- Financial Modeling
- Portfolio Management
- Financial Advisory
- Securities
- Investments
- Estate Planning
- Retirement Planning
- Finance
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