Michael Wilkison
As the founder of Wilkison Wealth Management, Michael has offered financial strategies to successful individuals and families since joining the firm in 2015. Michael draws on more than a decade of experience to assist affluent clients, retirees, entrepreneurs and business owners in managing their wealth. Michael takes great pride in dedicating his time and energy to thoroughly understanding the priorities and needs of high-net worth and ultra-high net worth individuals and their families. Michael provides a committed service model that emphasizes intellectual rigor, in-depth customization, and tailored wealth management strategies that guide his clients through all stages of life.
Taking a holistic approach to managing wealth, Michael works closely with a network of internal and external professionals across many fields. He evaluates every aspect of a client's financial life - from tax, retirement, estate planning, to recommended asset allocations and financial strategies. Michael begins every relationship by exploring what is most important in clients' lives to gain a thorough understanding of their resources, lifestyle and goals for their wealth, family and business. The resulting knowledge and insight helps him develop customized, disciplined strategies designed to pursue their goals.
Michael is a specially qualified Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Michael also earned the Accredited Wealth Management Advisor™ designation.
Michael earned his Bachelor's degree, dual-majoring in Economics and Business Communication from DePauw University, where he was the recipient of an academic full-scholarship while Captain of the Men's Basketball team. Michael currently resides in the greater Cincinnati area with his wife, Amanda, and two daughters, June and Elena, and is actively involved in the Cincinnati and Dayton communities.
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.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
