Kate Wilkinson

Kate Wilkinson

Senior Vice President/ Senior Client Advisor @ Spinnaker Trust

About Kate Wilkinson

Kate Wilkinson is a financial professional with a Certified Wealth Strategist (CWS®) designation.

Certified Wealth Strategist (CWS®) Designation

Kate Wilkinson holds the Certified Wealth Strategist (CWS®) designation. This certification indicates her extensive training and expertise in wealth management strategies. The CWS® credential is respected in the financial planning industry and underlines a commitment to providing strategic advice on wealth management. It demonstrates her capability in handling complex financial issues, advising on investment strategies, and helping clients achieve their financial goals.

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