Sally B. Wilkins, CFP®, has an extensive background in personal financial planning and investment advisory services.
With over 35 years’ experience, she began practicing in 1984 and has been in private practice in Sherborn, Massachusetts since 1987. She is a CERTIFIED FINANCIAL PLANNERTM professional, a Registered Representative, and a General Securities Principal with Raymond James Financial Services, Inc., member FINRA/SIPC.
Sally received a BA in Economics from Wellesley College and an MBA in Accounting from Babson College.
Her philosophy is that clients are best served if investment decisions are made in accordance with a carefully conceived financial plan. Her approach is to integrate the planning and investment processes on a continuing basis.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with and does not endorse the entities mentioned above.