Wilkes Crosthwait

Financial Planning Administrative Coordinator


Wilkes Crosthwait is a Financial Planning Administrative Coordinator at Longview Planning Partners in Memphis, TN. Wilkes attended The University of Mississippi where he completed a bachelor’s degree in Finance and Real Estate. Before moving to Memphis to start his career in the financial services industry, he backpacked throughout Europe.

Wilkes' primary responsibilities involve supporting the financial planning process. He researches solutions to assist Financial Planners in identifying suitable recommendations to meet a client’s needs and risk profile. He prepares proposals and illustrations for comparison and analysis by the Financial Advisor.

He is currently working on continuing education and currently seeking additional professional designations. His hobbies outside of work include travelling around the world and running.