J. Whitfield Wilks, CFP®, JD/MBA
J. Whitfield Wilks, CFP®, JD/MBA, is Managing Director, Chief Compliance Officer and Wealth Adviser at Novare Capital Management. With more than 33 years of experience, he specializes in wealth transfer and multigenerational planning, helping individuals and families navigate complex financial, estate and trust planning decisions with clarity and confidence.
Before joining Novare, Whit served as a Managing Director at Stanford Group Company and as Senior Vice President at U.S. Trust. He began his career practicing estate planning and estate administration law at Johnston, Allison & Hord.
Whit earned his JD/MBA from Wake Forest University and his bachelor's degree in economics from Davidson College. He is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Charlotte Estate Planning Council.
Outside of his professional work, Whit volunteers as a tutor with the Augustine Literacy Project and enjoys spending time with his wife, Hillary, and their family.
Phone: 704-334-3698 | Email: main@novarecapital.com | Website: novarecapital.com
