Caroline Wilkes, CFP®

Client Advisor

Caroline joined WST in 2023 as Client Advisor located in Roanoke, VA. In her role, she is positioned to foster strong client relationships, improve operational efficiency, and ensure service expectations are met and exceeded. She serves as a point of contact for our clients and acts as a liaison for her team. Working in close collaboration with the Portfolio Manager, she is relied on for proactive problem resolution and the overall delivery and daily management of the client experience.

Originally from Richmond, VA, Caroline earned a Bachelor of Science in Business from Virginia Polytechnic Institute and State University (Virginia Tech), where she majored in Finance with a minor in International Business. Caroline holds the Certified Financial Planner (CFP®) designation and possesses Series 66 and 7 licenses.

Outside of the financial realm, Caroline is an avid enthusiast of outdoor activities, cooking, exercise classes, particularly cycling and yoga, and attending Virginia Tech football games.

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