Covenant Advisory Group

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AXA/Wharton Retirement Planning Whitepaper

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My name is Kirk Wilkerson. Welcome to my website!

As a financial professional with AXA Advisors, LLC, and active member of the Forest Cityand Western North Carolina community, I am dedicated to helping individuals and businesses build their financial futures.

To stay on top of my field and develop my professional skills over my12 year career, I've regularly attended industrytraining and certification programs.This includes completing the curriculum and passing the exams for the:

Wharton Retirement Planning Program: credentialed through The Wharton School of Business
NASD Securities Registration: Series 6, Series 7, Series 66, and Series 24

My academic achievements include:

A Bachelors of Arts Degree in English/Education from the University of North Carolina at Greensboro

My education, experience, and professional affiliations have fostered my practical approach to offering financial products and planning services to my clients. Rather than just recommending a combination of of unrelated products, I'll consider your specific financial goals and investment objectives. I am committed to helping my clients work toward their financial goals for themselves, their families, and their businesses by assisting them with strategies for asset accumulation, preservation, and transfer.

Maintaining a strong sense of community and a solid professional foundation are very important to me. My community activites and professional affiliations include:

Former Project Leader of NC JESUS Video Project
Deacon at Bethany Baptist Church
Member ofNAIFA (National Association of Insurance and Financial Advisors)
Member of Financial Planning Association
Qualifying member of Top of the Table with MDRT (Million Dollar Round Table)
Member of The Sterling Group, a select group of financial professionals affiliated with AXA Advisors, LLC, who are distinguished as exceeding the highest standard of experience, knowledge, and service in the industry

My wife Cindy and I live in Forest City, North Carolina with our 3 children.
Thanks for visiting!

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Determine whether you should consider refinancing your mortgage.

This calculator can help you determine how soon you can pay off your mortgage.
More Calculators →

AXA Equitable Account & Policy

kirk.wilkerson @axa-advisors.com
Local Office | Branch Office

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.