Elbridge Wilkinson is a financial advisor at Wilkinson Wealth Management, LLC in Tucson, AZ, holding Series 63 and Series 66 credentials with 19 years of industry experience. He previously worked at Imus Wilkinson Investment Management, LLC for 12 years before joining his current firm in 2021. Wilkinson Wealth Management serves individuals, trusts, pension plans, and business entities by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and asset-allocation strategies, utilizing both internal and third-party managers, and manages approximately $143 million in client assets with a focus on comprehensive services for clients with at least $1 million in assets.

Daniel Northrop is a Series 65 licensed advisor at Wilkinson Wealth Management, LLC in Tucson, AZ, with two years of industry experience. His prior experience includes roles at Commerce Bank of Arizona and Wintrust community banks. Wilkinson Wealth Management provides investment advisory services to individuals, trusts, pension plans, and business entities, managing approximately $165 million across 200 client relationships. The firm utilizes a combination of fundamental and technical analysis, strategic asset allocation, and active portfolio monitoring, integrating third-party money managers and offering broad planning services that include corporate and real estate topics.