As Senior Vice President of Investment Service with Van Kirk Wealth Advisors, F. William Van Kirk Jr. offers an experienced and personalized advisory approach to the unique financial needs of his clients. In his role, Mr. Van Kirk helps clients assess their current financial situation and then tailor a plan to help them pursue their financial goals. He works to identify an appropriate asset allocation strategy and chooses investments that are consistent with the clients’ objectives and risk tolerance.
Mr. Van Kirk has over 35 years of experience helping business owners, doctors, lawyers, professionals and high net worth individuals accumulate and preserve wealth. He focuses on understanding a client's unique financial objectives so that he can develop a strategy specific to their needs and long-term financial goals. Whether they want to plan for retirement, save for their children's college education, reduce their tax bills, or increase their income to meet monthly expenses, Mr. Van Kirk provides personalized plans and advice.
In addition to his overall knowledge and expertise in the financial planning arena, Mr. Van Kirk also has a strong management background. Prior to joining Van Kirk Wealth Advisors, Mr. Van Kirk served as Vice President/Investments at Stifel Financial Corp. and Branch Manager at UBS, PaineWebber (before its merger with UBS) and J.C. Bradford from 2000 until 2014. He also worked for A.G. Edwards and Merrill Lynch from 1980 to 2000.
Mr. Van Kirk is a graduate of the Georgia Institute of Technology and is a client portfolio manager.
Mr. Van Kirk has served as Commodore of the Gulfport Yacht Club and is a member of the Windance Golf Club. He was also a Duke of the Gulf Coast Carnival Association and King of the Revelers.
F. William Van Kirk Jr. is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, a registered investment advisor. Stratos Wealth Partners and Van Kirk Wealth Advisors are separate entities from LPL Financial..