CoverProfile

Paul Wilkin

Investment Advisor

SMI Advisory Services LLC

United States, Ohio, Columbus

About Me

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.

Profile Information

Investment Advisor

SMI Advisory Services LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Columbus

Ohio

United States

Jan 10, 2025

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