Our People

Chad A. Wilkinson, AIF®, CFS®

Registered Representative of Cadaret, Grant & Co.
(Member FINRA & SIPC)
Accredited Investment Fiduciary
Retirement Plan Advisor
Certified Funds Specialist

chad.wilkinson@thepartners.com
Phone: (607) 754-1411 x328
Vestal

Education

BS, Oswego State University of New York, 1997

Professional Designations

Accredited Investment Fiduciary, AIF
Certified Funds Specialist, CFS

Licenses

Life, Accident and Health in NY
FINRA Series 7 & 66 in NY

Personal

Joined The Partners in 2009.
Resides in Syracuse, NY.