Wilkes Crosthwait

Client Analyst

Wilkes graduated from the University of Mississippi in 2022 with a Bachelor of Business Administration in Finance. Following graduation, he spent several months backpacking throughout Europe, gaining valuable cultural and global perspectives before beginning his career in financial services.

Prior to joining the practice, Wilkes served as a Financial Planning Coordinator at LongView Planning Partners, where he spent more than two years supporting senior advisors with client service, financial planning initiatives, and due diligence efforts. Through this experience, he developed a strong foundation in wealth management and client relationship management. Wilkes holds both the Series 7 and Series 66 licenses.

As a key member of the team, Wilkes serves as a primary point of contact for client relationships, overseeing day-to-day operational needs including wire transfers, bill payments, tax payments, and other account service requests. He works closely with clients' CPAs, attorneys, and other trusted advisors to help ensure seamless coordination across all aspects of their financial lives. Known for his responsiveness and attention to detail, Wilkes serves as a trusted resource for addressing client needs efficiently and effectively.