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Joe Wilkinson

Joe Wilkinson

Wealth Advisor & Cash Management Specialist

Joe Wilkinson is a Wealth Advisor and Cash Management Specialist at Great Lakes Wealth in our Northville office. He brings over a decade of experience in corporate and tech sales, as well as financial advising and wealth management. As a Wealth Advisor, Joe’s primary focus is to help clients build their wealth by taking advantage of market opportunities to help each client reach their unique financial goals. As a Cash Management Specialist, he analyzes interest rates and other cash alternative opportunities in the market to ensure clients’ cash positions receive a better return versus sitting in the bank. Joe holds his series 7, 63, 65, as well as Life and Health, and Variable Contracts. He is married to his wife, Katie, and has a daughter, Eloise, who was born in 2017. Joe currently volunteers with Food Gatherers, the Washtenaw County Chamber of Commerce, and stays active in his community. When he’s not working, Joe enjoys the outdoors, skiing, golfing, boating, and going up north to spend time at Lake Michigan.