About Us
Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Robbie A. Proffitt
- Founding Member – Inactive
Robbie A. Proffitt
- Founding Member – Inactive
11/13/1962 - 05/21/2021
Though he has sadly left us too soon, Robbie’s influence will forever impact all aspects of life at Proffitt Wilkes Griffin Wealth Management. Robbie was always striving for something greater, which is why he and his friend John Wilkes joined together in 2000 to pioneer their signature ‘team-approach’ to wealth management. Without his expertise and passion, Proffitt Wilkes Griffin Wealth Management would have never grown into the robust practice it is today.
Robbie truly understood the meaning of service. After honorably serving our country in the Air Force, he started a 35-year financial journey. From John Hancock, to Prudential, to finally Proffitt Wilkes Griffin Wealth Management, Robbie never stopped finding better ways to serve his community, family and clients.
Robbie leaves a strong legacy behind both professionally and personally. He is survived by his wife Sonya, his son Tyson and daughters Shaunna & Shannon as well as three grandsons and a granddaughter.
While our hearts ache that Robbie has left us too soon, we know he would not want us to be sad. Instead, Robbie might tell you to grab a buddy and shoot a round of golf or spend the day fishing. There will never be another Robbie – we will always feel his absence. But, with hearts full of gratitude for his contributions, we will also always smile upon his memory.
Though he has sadly left us too soon, Robbie’s influence will forever impact all aspects of life at Proffitt Wilkes Griffin Wealth Management. Robbie was always striving for something greater, which is why he and his friend John Wilkes joined together in 2000 to pioneer their signature ‘team-approach’ to wealth management. Without his expertise and passion, Proffitt Wilkes Griffin Wealth Management would have never grown into the robust practice it is today.
Robbie truly understood the meaning of service. After honorably serving our country in the Air Force, he started a 35-year financial journey. From John Hancock, to Prudential, to finally Proffitt Wilkes Griffin Wealth Management, Robbie never stopped finding better ways to serve his community, family and clients.
Robbie leaves a strong legacy behind both professionally and personally. He is survived by his wife Sonya, his son Tyson and daughters Shaunna & Shannon as well as three grandsons and a granddaughter.
While our hearts ache that Robbie has left us too soon, we know he would not want us to be sad. Instead, Robbie might tell you to grab a buddy and shoot a round of golf or spend the day fishing. There will never be another Robbie – we will always feel his absence. But, with hearts full of gratitude for his contributions, we will also always smile upon his memory.
John W. Wilkes IV
- Managing Principal
- Masters in Business Administration
John W. Wilkes IV
- Managing Principal
- Masters in Business Administration
John Wilkes understands that your investments are simply a means to meet your family’s future needs. He believes in the importance of getting to know his clients on a personal level. By knowing more about you, your family, and interests he is able to tailor an investment plan that is uniquely yours.
From his experience as a long-term care administrator, John understands what is important in life and that our family and life experiences are what make us who we are. As an advisor, he is able to use this experience to discuss not only investment issues, but also the life issues that all seniors face. Social Security, health care issues, and legacy planning are particular areas of focus.
John completed his BBA in Corporate Finance and his MBA in Finance from East Tennessee State University. He earned his Portfolio Manager certification in 2004.
John is a member of both Cokesbury United Methodist Church, and the Cherokee Masonic Lodge #728.
John enjoys spending time with his daughter, Hadley Rose. A member of the Oak Ridge Sportsman’s Association and the NRA, John also enjoys target and clay shooting, golf, as well as motorcycling and boating.
CA Insurance License Number: 4037895. Resident State TN.
From his experience as a long-term care administrator, John understands what is important in life and that our family and life experiences are what make us who we are. As an advisor, he is able to use this experience to discuss not only investment issues, but also the life issues that all seniors face. Social Security, health care issues, and legacy planning are particular areas of focus.
John completed his BBA in Corporate Finance and his MBA in Finance from East Tennessee State University. He earned his Portfolio Manager certification in 2004.
John is a member of both Cokesbury United Methodist Church, and the Cherokee Masonic Lodge #728.
John enjoys spending time with his daughter, Hadley Rose. A member of the Oak Ridge Sportsman’s Association and the NRA, John also enjoys target and clay shooting, golf, as well as motorcycling and boating.
CA Insurance License Number: 4037895. Resident State TN.
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Kyle J. Griffin
- CFP
- Vice President
Kyle J. Griffin
- CFP
- Vice President
Every client’s life and economic situation is unique. By listening carefully and paying attention to detail, Kyle Griffin is dedicated to helping families and businesses develop financial strategies that line up with their individual needs, goals, and risk tolerance.
A graduate of the University of Tennessee with a Bachelor’s degree in Business Administration, majoring in Finance with a secondary emphasis in Entrepreneurship, Kyle began his career with Wells Fargo Advisors in 2010. While at UT, he participated in the Investment Group and the Financial Management Association. He was also named a University of Tennessee Bloomberg Master by passing exam requirements and earning acknowledgements in equities, fixed income, foreign exchange, and commodities.
In 2015, Kyle achieved the CERTIFIED FINANCIAL PLANNER™ CFP® professional designation. The CFP® designation identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
Kyle and his wife, Tracey, live in Knoxville with their two Labrador Retrievers, Sophie and Oak. He enjoys spending his free time in various outdoor activities; which includes golfing and going to the lake, training and working their dogs. Kyle is a member of the East Tennessee Retreiver Club. He is an avid UT football and basketball fan, attending games whenever possible.
CA Insurance License Number: 4038308. Resident State TN.
A graduate of the University of Tennessee with a Bachelor’s degree in Business Administration, majoring in Finance with a secondary emphasis in Entrepreneurship, Kyle began his career with Wells Fargo Advisors in 2010. While at UT, he participated in the Investment Group and the Financial Management Association. He was also named a University of Tennessee Bloomberg Master by passing exam requirements and earning acknowledgements in equities, fixed income, foreign exchange, and commodities.
In 2015, Kyle achieved the CERTIFIED FINANCIAL PLANNER™ CFP® professional designation. The CFP® designation identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
Kyle and his wife, Tracey, live in Knoxville with their two Labrador Retrievers, Sophie and Oak. He enjoys spending his free time in various outdoor activities; which includes golfing and going to the lake, training and working their dogs. Kyle is a member of the East Tennessee Retreiver Club. He is an avid UT football and basketball fan, attending games whenever possible.
CA Insurance License Number: 4038308. Resident State TN.
Contact
Michelle L. Palmer
- FPQP™
- Branch Administrator
Michelle L. Palmer
- FPQP™
- Branch Administrator
“Follow through is key to happy clients and a successful business.”
Well-organized and detail-oriented, Michelle Palmer handles all aspects of the branch operations and all client requests.
Michelle began her financial services career at a bank branch in Michigan in 1990; later moving into an IT help-desk training position, supporting hardware and software upgrades within the corporation. In 2001, Michelle joined the investment side of the business and became a registered sales assistant to a group of Financial Advisors in the Institutional Sales Group at the bank. After moving to Tennessee to be closer to her family, she joined the Proffitt & Wilkes Financial Consulting Group of Wells Fargo Advisors in 2008. In 2014, Michelle achieved the designation of a Financial Paraplanner Qualified Professional ™. In 2017 the group renamed to Proffitt Wilkes Griffin Wealth Management, associated with Wells Fargo Advisors Financial Network.
Michelle and her husband Jim live in Crossville with their “family” of rescued dogs and cats. Michelle’s favorite vacation is cruising the blue waters of the Caribbean; where she can spend time reading and relaxing in the sunshine, and swimming with the dolphins, sea turtles, and colorful fish.
Well-organized and detail-oriented, Michelle Palmer handles all aspects of the branch operations and all client requests.
Michelle began her financial services career at a bank branch in Michigan in 1990; later moving into an IT help-desk training position, supporting hardware and software upgrades within the corporation. In 2001, Michelle joined the investment side of the business and became a registered sales assistant to a group of Financial Advisors in the Institutional Sales Group at the bank. After moving to Tennessee to be closer to her family, she joined the Proffitt & Wilkes Financial Consulting Group of Wells Fargo Advisors in 2008. In 2014, Michelle achieved the designation of a Financial Paraplanner Qualified Professional ™. In 2017 the group renamed to Proffitt Wilkes Griffin Wealth Management, associated with Wells Fargo Advisors Financial Network.
Michelle and her husband Jim live in Crossville with their “family” of rescued dogs and cats. Michelle’s favorite vacation is cruising the blue waters of the Caribbean; where she can spend time reading and relaxing in the sunshine, and swimming with the dolphins, sea turtles, and colorful fish.
Contact
Glenda J. Baird
- Administrative Assistant
Glenda J. Baird
- Administrative Assistant
With an extensive background in administration, Glenda understands the importance of a friendly voice when answering the telephone. Previously Glenda has worked for both Airport Honda and Anderson News LLC. Both positions allowed her to sharpen her multi-tasking skills, to assist you with a variety of administrative needs.
Glenda joined Proffitt Wilkes Griffin Wealth Management in January 2018 as an administrative assistant. Her role on the team is to answer all incoming calls, schedule appointments for our clients, and assist the team with administrative duties.
Glenda enjoys spending her time painting and re-purposing vintage furniture, working outside in her flower garden, and playing with her dog Ladybug.
Glenda joined Proffitt Wilkes Griffin Wealth Management in January 2018 as an administrative assistant. Her role on the team is to answer all incoming calls, schedule appointments for our clients, and assist the team with administrative duties.
Glenda enjoys spending her time painting and re-purposing vintage furniture, working outside in her flower garden, and playing with her dog Ladybug.
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