Carroll Wilkerson

Founder, Senior Wealth Advisor, CFP®

Carroll was born and raised in Northeast Missouri. He graduated from the University of Missouri-Columbia in 1984 with a degree in Fish & Wildlife Management, but his passion for people soon took him in a different direction.

He entered the financial planning industry in 1985, holds the Certified Financial Planner (CFP®) designation, and throughout his career, has held various advisory and managerial positions. He opened the Waddell & Reed district office in Columbia in 1987 and served as the manager of that office until 1999, when he decided to launch his own advisory firm.

He and a former business partner founded Wilkerson & Reynolds Wealth Management and ultimately rebranded to WR Wealth Planners. In 2025, Carroll and his advisory team launched Wilkerson Advisory Group. The goal of Wilkerson Advisory Group is to build long-term, multi-generational client relationships by delivering comprehensive, customized financial plans. 

When Carroll is not serving his clients and teammates, he enjoys spending time with his family and being outdoors at his farm in Northeast Missouri. He and his wife Judy have five children: Ryan, Eric, Adam, Kelly and Ashley. Carroll is passionate about giving back to the community and serves on the Executive Board of the Great River Council of Scouting America (formally Boy Scouts of America) and is a liaison to the Missouri Conservation Heritage Foundation Board. He is also a Rotarian and a member of the Impact Rotary Club of Columbia.