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President, Investment Advisor
Driven by his family’s humble beginnings and his own determination, William “Bill” Wilkinson embarked on his financial career. Today, he stands as a trusted advisor serving both his community and a diverse clientele that crosses the country.
Bill is a financial professional who can offer insurance and investment products and services. Growing up outside Boston, Bill’s mother, a first-generation immigrant from Portugal, faced language barriers, while his father, a Vietnam veteran, struggled to provide for the family. As the responsible son, Bill managed family correspondence and finances. He worked hard to fund his education at Northeastern University, majoring in business management and international trade, which paved his way into the industry.
Bill’s career began on Wall Street at McLaughlin Piven Vogel, where he quickly distinguished himself among his peers. His journey included pivotal roles, from being an advisor in San Francisco to founding 360 Wealth Management in Phoenix. Bill’s approach centers on uncompromising client commitment and comprehensive planning.
Outside his professional life, Bill cherishes time with his wife, Renee, and their five children. The couple has been together since high school, sharing a deep bond. Bill enjoys spending free time boating, riding motorcycles, off-roading, and surrounding himself with family and friends.
CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S."The ChFC® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission.The Accredited Investment Fiduciary (AIF®) Designation demonstrates the individual has met educational standards to carry out a fiduciary standard of care and acting in a client's best interest.
Insurance products are offered through the insurance business 360 Wealth Management, Inc. 360 Wealth Management, Inc is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by 360 Wealth Management, Inc are not subject to Investment Adviser requirements.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 4921657 - 5/25
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