portrait of Angie Wilkins

About Angie

My primary goal is to help clients develop an investment strategy for their unique long-term goals. My team and I are committed to building lasting relationships and leaving a positive impact on our community.

Our branch has been serving clients since 1989 when it was established by my father, Steve Wilkins. It is an honor for us to work with multiple generations. We have the privilege of helping not only second-generation clients, but also third-generation clients achieve their financial goals.

I earned my bachelor's degree from the University of Washington. In addition, I have my Accredited Asset Management Specialist™ designation from the...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Portfolio Reviews

Work History

  • Edward JonesDecember 2016 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of WashingtonBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Traveling
  • Outdoor Enthusiast
  • Reading
  • Swimming

Team Members

  • Dena Kelley
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

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