Kristin Wilkerson has been a board member at the Wyoming Community Foundation since September 2016. Prior to that, they served as vice president and trust specialist at First Interstate Bank from September 2010 to September 2016. In that role, they oversaw risk management and compliance for wealth management offices in Wyoming, administered investment accounts, retirement accounts including IRAs and 401(k)s, estates, conservatorships, and trust accounts on behalf of First Interstate Wealth Management. Kristin also served as trustee and administered trust accounts in accordance with the trust documents, case law, and state law.
From September 2017 to June 2019, Kristin was a financial advisor at Morgan Stanley. In that role, they assisted high net worth clients with complex estate planning issues. Kristin also worked closely with non-profit organizations and their boards to assist them in fulfilling their fiduciary obligations.
Kristin has a wealth of experience in the financial services industry and is well-equipped to help their clients achieve their financial goals.
Kristin Wilkerson has a J.D. from the University of Wyoming College of Law, a B.S. in Business and Sports Administration from the University of Nebraska at Kearney, and is certified as a Divorce Financial Analyst (R) from the Institute for Divorce Financial Analysts, Trust and Estate Practitioner (TEP) from the Society of Trust and Estate Practitioners, Certified Trust and Financial Advisor (CTFA) from the Institute of Certified Bankers, and as a Wyoming State Bar License from the Wyoming Supreme Court.
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