Kate Wilkinson, CWS®

Senior Vice President, Senior Client Advisor

Colby College, BA

Maine Island Trail Association Board Member, Mitchell Institute Investment Committee Member, Chewonki Foundation (past Treasurer of Board); Maine Estate Planning Council, Morris Farm Trust (past Treasurer of Board), YWCA (past Board Member)

Kate joined Spinnaker in 2010 as a Senior Client Advisor. She holds a Certified Wealth Strategist designation. Kate has many years of experience delivering a unique combination of expertise in the areas of wealth planning, investments, insurance, charitable giving, estate planning and taxation to families and charitable organizations. She is responsible for managing investment portfolios and ensuring that clients receive personalized service tailored to their individual needs. She loves using a combination of analytical and people skills to work with clients to achieve their goals. She has a strong emphasis on personal service, long term relationships and attention to detail.

When Kate is not working, she can be found with her husband sailing the coast of Maine, hiking in the Tetons or gardening in her backyard.