Wilkerson and Reynolds Wealth Managment

200 E. Southampton Dr Suite 101
Columbia, MO 65203
Email: avanmatre@wradvisors.com
Phone: (573) 875-3939

About Us

After working closely together for many years, Carroll Wilkerson, CFP & Jared W. Reynolds, CFP took advantage of the opportunity to create Wilkerson & Reynolds Wealth Management an independent firm. They are both Licensed Financial Advisors offering Securities and Investment Advisory Services through Waddell & Reed, Inc.

To be a resource and assist our clients in making informed financial decisions through education, communication, and the financial planning process, while keeping the clients interests paramount.

Carroll is a Partner/Co-Founder of Wilkerson & Reynolds Wealth Management. Carroll received a bachelors degree from the University of Missouri-Columbia in May of 1984. He began his career with Waddell & Reed in August 1985 in Kansas City. In 1987, Carroll moved to Columbia and established the Waddell & Reed office. Since then he has held various positions with Waddell & Reed including: Financial Advisor, District Manager, and Division Manager. Carroll received the CERTIFIED FINANCIAL PLANNER certification in November 1993. When he is not busy with his financial planning practice Carroll enjoys spending time outdoors, Boy Scout functions and playing an active role in his childrens lives. Carroll and his wife, Judy have five wonderful children, Ryan, Eric, Adam, Kelly, and Ashley.

Jared is a Partner/ Co-Founder of Wilkerson & Reynolds Wealth Management. Jared received his bachelors degree in personal finance with an emphasis in financial planning from the University of Missouri- Columbia in May 2002 and was the only student to graduate fully licensed in insurance and securities. He went on to complete the education, examination, work experience, and ethical requirements to earn the CERTIFIED FINANCIAL PLANNER certification in June 2005. In addition to his practice, Jared enjoys fishing, the outdoors, living a healthy lifestyle, traveling, and spending time with his family. Originally from Warsaw, Missouri and the Truman Lake Area, he now resides in Columbia, Missouri with his wife Nikki and two wonderful sons Brody and Gavin.

To learn more about our services as well as our practice, please visit our website at wrwealth.com

Carroll Wilkerson, CFP and Jared W. Reynolds are Financial Advisors offering Securities and Investment Advisory Services through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and Federally Registered Investment Advisor. Waddell & Reed and Wilkerson and Reynolds Wealth Management are not affiliated entities. 8/10


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