Paul Wilkin joined SMI Advisory Services as a Stewardship Advisor at the beginning of 2018. Paul is a Certified Financial Planner (CFP), a Chartered Financial Analyst (CFA), and a Chartered Alternative Investment Analyst (CAIA). Paul graduated from Bowling Green State University with a Bachelor of Science in Business Administration (BSBA), majoring in Economics, and from the Ohio State University with a Masters in Business Administration (MBA), majoring in Finance. Paul and his wife Jan have two grown daughters.

Paul Wilkin
Investment Advisor
SMI Advisory Services LLC
United States, Indiana, Columbus
About Me
Profile Information
Investment Advisor
SMI Advisory Services LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Columbus
Indiana
United States
Sep 28, 2025
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