Terrance Wilkerson

Building on a decades-long career in financial analysis and planning, Terrance Wilkerson currently serves as Vice President and Wealth Management Advisor for Merrill Lynch in Dallas. Mr. Wilkerson offers clients an extensive selection of fixed-income security products, taking advantage of the firm’s strengths in global research and analysis. He establishes and manages portfolios that incorporate retirement and estate planning strategies, including maintenance of trust accounts. Terrance Wilkerson also undertakes detailed analysis of publicly held companies and stocks on behalf of clients with high net worth. His client base includes professionals such as doctors and lawyers, business owners, corporate executives, and athletes. Mr. Wilkerson additionally facilitates financing options including portfolio lending, jumbo home loans, and lines of credit. In situations requiring restructuring solutions, he leads clients in loan consolidation, refinancing, and other debt reduction strategies.

A graduate in Accounting from New Orleans’ Dillard University, Terrance Wilkerson began his career in Dallas as Financial Analyst with Affiliated Computer Services Inc. (ACS). This position entailed responsibilities such as preparing budgets and corporate forecast reports as well as documents that reconciled expenses with the overall budget. He also provided the financial documentation necessary in completing ACS’ acquisition of Precept Business Services, Inc.

Entering the wealth management profession as a Morgan Stanley advisor in Dallas in 1999, Mr. Wilkerson worked his way up to a position as Associate Vice President and Senior Consultant within five years. He consistently exceeded corporate expectations, raising $10 million annually in capital assets over a three-year period. This gained Terrance Wilkerson distinction as the firm’s top national sales advisor. With Merrill Lynch, he continues to maintain his status as one of Texas’ leading minority wealth managers.

A sports enthusiast, Mr. Wilkerson enjoys golf, tennis, and swimming in his free time, and he coaches youth basketball and football. As a member of the Southern Methodist University (SMU) Mustang Club, he supports his son’s collegiate achievements with the SMU varsity football team. Terrance Wilkerson regularly promotes sound financial choices in the Dallas community through his no-cost financial education seminars.