Mark A. Wilkinson

  • Graduated from Mount Olive College with a B.S. Degree in Business Management and Administration


  • Serves as the Vice President for the Raleigh Association of Insurance and Financial Advisors (RAIFA)


  • Holds his series 6, 63 & 65, Life, Health and Long Term Care licenses


  • Member of the Million Dollar Round Table, and recipient of the Jack Wardlaw Advisor of the Year Award (RAIFA)


  • Member, NCAA Academic All-American Golf Team


  • Has instructed numerous tax seminars for CPAs & Estate Planning lawyers


  • He and his wife, Penny, live in Raleigh, NC and are active members of First Baptist Church in Cary, where Mark serves as a Deacon and instructs a Crown Financial Ministries class.



    • click for profiles of Mark's partners, David S. White, ChFC, and Dennis J. Collins, CFS, CSA



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    15200 Weston Parkway, Suite 103
    Cary, NC 27513
    (919) 677-8888
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    * Registered representatives, investments and advisory services offered through Lincoln Financial Securities Corporation, Member SIPC and a registered investment advisor, to residents of NC, VA, SC, GA, TN, CA, NJ, IL, OH & FL. Branch office: 15200 Weston Parkway, Suite 103, Cary, NC 27513. (919) 677-8888.