Wilkison Wealth Management

Philosophy

We believe that the effort we invest today in building a deeply personalized relationship is the foundation of the value we deliver tomorrow. In a world of constant change—where markets shift and life evolves—our approach is designed to provide clarity, confidence, and adaptability. We strive to do this: * **Through a disciplined process** that guides you at every stage of your wealth management journey, even in uncertain times; * **By creating strategies you can understand and trust**, tailored to your goals and priorities; * **With a commitment to education**, helping you see how your financial decisions and behaviors shape long\-term outcomes; * **Through clear, transparent communication**, so your plan feels simple, actionable, and aligned with your vision. From maintaining your lifestyle to using your wealth creatively to shape your legacy, we stay focused on what matters most to you. We believe the relationship we build together should grow in value—year after year—just like the future you're working toward.

Focus On – Individuals, Families, and Small Businesses

We believe that financial success can be achieved when you're able to make investment\-related decisions and trade\-offs that can help you reach personally meaningful goals. Whether you're planning your retirement, saving to buy a home or funding a child's education, the process begins by getting to know you and how you feel about the following: * Health: Managing healthcare expenses, now and in the future * Home: Upsizing, downsizing, remodeling or buying a vacation home * Family: Taking care of your family and other people in your life * Leisure: Spending your free time in meaningful ways * Giving: Volunteering, mentoring others and giving to charities * Work: Working in retirement, selling or starting a business * Finance: Bringing it all together and defining your financial goals Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant. **Investing involves risk. There is always the potential of losing money when you invest in securities.** *This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.*

Capabilities

It is important to know exactly where you are with your finances, where you plan to go, and how much you may need to help get you there. Drawing on Merrill's investing insights and with access to Bank of America's credit and lending solutions, we can offer you a comprehensive, personalized plan to help you pursue your goals. We will provide transparency on what you're paying for and what you're getting, as well as potential opportunities and risks. Understanding that life needs and market conditions can change, we will meet with you, as necessary, to help make sure your strategy remains on track to pursue your goals and adjust your approach for the journey ahead, as needed. The broad investing resources of Merrill provide you with access to potential strategies for income management, education funding, retirement income planning, and guidance for executives with concentrated stock positions. In addition to traditional and alternative investments and wealth transfer solutions through Merrill, you have access to estate planning services from Bank of America. As your single point of contact we can connect with key professionals in your life, working closely with your outside advisors, such as attorneys, accountants and elder care specialists. *DISCLOSURE: Some or all alternative investments may not be appropriate for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other appropriate investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high\-net\-worth investors.*

Personalized planning

**Helping you create a personalized plan** At Merrill, we go beyond the traditional role of an advisor. * Your goals, concerns and attitude about investing are the foundation of your plan. * We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family. * We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.

Team and resources

**Giving you access to our teams and solutions** Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with: * Bank of America specialists, such as mortgage or trust professionals * Timely insights from BofA Global Research1 to help you stay informed and navigate ever\-changing markets * A [full suite](https://www.ml.com/solutions/all.html) of Merrill investing and Bank of America banking solutions ^1^~BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker\-dealer, [Member SIPC](http://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").~

Recognition