J. Whitfield Wilks
JD, CFP®, Director
Whit is a Relationship Manager and provides guidance on Multi-Generational Planning issues such as wills and trusts.
Whit joined Novare Capital Management as a Director in 2009. Whit brings over 20 years of professional experience to Novare Capital clients. Prior to joining Novare Capital, he was a Managing Director at Stanford Group in Charlotte, and was a Senior Vice President with U.S. Trust Company. Whit began his career as an attorney at Johnston, Allison & Hord, where he was part of the estate planning and administration practice group.
Whit earned his J.D./M.B.A from Wake Forest University and a B.A. in Economics from Davidson College. Whit holds the accreditation of CERTIFIED FINANCIAL PLANNERTM. He is a member of the Charlotte Estate Planning Council. He has two sons and is a member of Myers Park United Methodist Church.