Managing Director, Wealth Management, Financial Advisor, Family Wealth Director, Corporate Retirement Director, Senior Portfolio Management Director
Phone:
(248) 740-7164(248) 740-7164
Wilker Wealth Management at Morgan Stanley
Direct:
(248) 740-7164(248) 740-7164
Our Mission Statement
Preserving and growing your wealth through experience, thorough analysis, and most importantly, a strong transparent relationship.
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
WHAT A CLIENT MEANS TO US:
A client is the most important person in the office…in person, on the telephone, or by mail. A client is not an interruption of our work, he/she is the purpose of it. We are not doing them a favor by serving them. They are doing us a favor by giving us the opportunity to do so. A client is a person who brings us their wants. It is our duty to handle them responsibly.
The Client Experience:
- We strive to achieve a thorough understanding of your investment goals and establish a comfortable risk level for the funds to be invested by listening carefully to you and consulting with your professional advisors when appropriate.
- We analyze your current financial situation—with the assistance of Morgan Stanley's financial planning professionals and state-of-the- art technology—and use these findings to prepare a personal finance review that shows you the "big picture" including asset-allocation analyses and various tax and estate-planning strategies.
- We consult with you to review the details of your customized financial plan and to confirm our interpretation before executing our specific recommendations.
- We monitor portfolio performance to make sure that your assets are properly positioned in conjunction with market events, and we periodically provide reallocation and rebalancing services as needed.
- We communicate with you regularly, providing performance reporting and suitable recommendations when appropriate.
Disclosures
Morgan Stanley Smith Barney LLC ("Morgan Stanley"), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trusts, estate planning, charitable giving, philanthropic planning or other legal matters.
IN THE PRESS
In recent years, Chris was awarded Barron's Top 1,200 Financial Advisors: State-By-State from 2021-2024, as well as earning the Best-In-State Wealth Advisors award given by Forbes in 2023 and 2024. Wilker Wealth Management also received the Forbes Best-In-State Wealth Management Teams award in 2023, 2024, and 2025.
Forbes Best-In-State Wealth Advisors (2023, 2024)
Michigan - High Net Worth
Source: Forbes.com (Awarded April 2023 & April 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22 & 6/30/22 - 6/30/23.
Best-In-State Wealth Management Teams (2023, 2024, 2025)
Team Member
Source: Forbes.com (Awarded Jan 2023, Jan 2024, Jan 2025) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22, 3/31/22-3/31/23, 3/31/23-3/31/24.
Barron's Top 1,200 Financial Advisors: State-by-State (2021-2024)
2021-2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2021-2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
WEALTH MANAGEMENT DONE THE MODERN WAY.
eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Financial Planning
Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that's adaptable to the different stages of your life using our award winning tools- Goals Planning System (GPS) and LifeView.
Location
101 W Big Beaver Rd
Suite 1200
Troy, MI 48084
US
Direct:
(248) 740-7164(248) 740-7164
Meet Wilker Wealth Management
Eric Nichols
Financial Advisor
Phone:
(248) 740-7124(248) 740-7124
Senior Vice President, Wealth Management, Wealth Advisor, Senior Investment Management Consultant
Phone:
(248) 848-8778(248) 848-8778
Shannon Psotka
Assistant Vice President, Group Director
Phone:
(248) 740-7166(248) 740-7166
Jordan Klunder
Registered Client Service Associate
Phone:
(248) 740-7194(248) 740-7194
Chene Wainwright
Registered Client Service Associate
Phone:
(248) 740-7161(248) 740-7161
Kelly McGowan
Registered Client Service Associate
Phone:
(248) 740-7155(248) 740-7155
About Christopher J. Wilker
Chris Wilker is an Executive Director and Founder of Wilker Wealth Management. He has been with Morgan Stanley and its predecessor firm for 30 years, and has extensive training in finance.
Chris began his career as an Intern while attending the University of Dayton. He subsequently became an Analyst in Smith Barney’s Consulting Group. After a nine year stint, he moved into a role of Financial Advisor at Morgan Stanley and later formed Wilker Wealth Management.
Through continued education, Chris has developed an expertise in wealth planning and investment management. He received a Certified Financial Planner (CFP) and Certified Retirement Plan Specialist (CRPS) certifications and earned a Certified Investment Management Analyst (CIMA) designation from the Wharton School at the University of Pennsylvania.
Chris has received a number accolades. He was awarded the title of Executive Director for experience and quality asset growth. He was named Consulting Group Analyst of the Year, and received Family Wealth Director (less than 2% of Morgan Stanley’s advisors qualify), Corporate Retirement Director, and Senior Portfolio Management Director designations.
His primary team responsibilities at Wilker Wealth Management are new business development and wealth management. The team sets itself apart from other advisory groups by largely managing their clients’ assets through the firm’s Portfolio Management program; portfolio construction and security selection is done in-house.
Chris gives back to the community by organizing fundraising opportunities for the Leukemia Society and also supports Habitat for Humanity, and Humble Design. In his spare time, he enjoys tennis, paddle tennis, running, and triathlons. He enjoys spending quality time with Martha, his wife of 24 years, and their three children; Jack, Julia, and Emily.
Chris began his career as an Intern while attending the University of Dayton. He subsequently became an Analyst in Smith Barney’s Consulting Group. After a nine year stint, he moved into a role of Financial Advisor at Morgan Stanley and later formed Wilker Wealth Management.
Through continued education, Chris has developed an expertise in wealth planning and investment management. He received a Certified Financial Planner (CFP) and Certified Retirement Plan Specialist (CRPS) certifications and earned a Certified Investment Management Analyst (CIMA) designation from the Wharton School at the University of Pennsylvania.
Chris has received a number accolades. He was awarded the title of Executive Director for experience and quality asset growth. He was named Consulting Group Analyst of the Year, and received Family Wealth Director (less than 2% of Morgan Stanley’s advisors qualify), Corporate Retirement Director, and Senior Portfolio Management Director designations.
His primary team responsibilities at Wilker Wealth Management are new business development and wealth management. The team sets itself apart from other advisory groups by largely managing their clients’ assets through the firm’s Portfolio Management program; portfolio construction and security selection is done in-house.
Chris gives back to the community by organizing fundraising opportunities for the Leukemia Society and also supports Habitat for Humanity, and Humble Design. In his spare time, he enjoys tennis, paddle tennis, running, and triathlons. He enjoys spending quality time with Martha, his wife of 24 years, and their three children; Jack, Julia, and Emily.
Securities Agent: MO, HI, WA, VT, CA, UT, PA, NY, CT, WY, IN, IL, FL, VA, SC, OR, KY, KS, DE, DC, CO, TN, OK, OH, MI, MT, ME, ID, GA, AZ, MA, AR, NJ, NC, TX, AK, WI, NV, MN, MD, IA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1433356
NMLS#: 1433356
About Eric Nichols
Securities Agent: CO, IA, DE, WA, VT, IL, HI, FL, UT, TX, NJ, ME, MA, WY, VA, PA, OH, MO, KS, IN, CT, GA, DC, OK, MD, KY, ID, NY, NC, CA, TN, NV, MN, MI, AK, WI, OR, AZ, SC, MT; General Securities Representative; Investment Advisor Representative
About Ronald J. Bultman
Securities Agent: ID, AZ, OK, NC, NY, NJ, ME, MD, MA, HI, FL, WA, UT, SC, OH, CO, WY, MI, KY, MN, IN, CA, AK, WI, PA, IL, IA, VT, TN, GA, VA, MT, DE, MO, KS, DC, CT, TX, OR, NV; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1253147
NMLS#: 1253147
Contact Chris Wilker
Contact Eric Nichols
Contact Ronald Bultman
Wealth Management
Global Investment Office
Portfolio Insights
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
Article Image
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
Retirement for Plan Sponsors
End-to-End Services, Made Simple:
We can provide the tools and guidance to help you manage a retirement plan.
We can provide the tools and guidance to help you manage a retirement plan.
- Plan Evaluation
- Investment Management
- Plan Management Support
- Plan Participant Education
State of the Workplace Study 2023
Article Image
Ready to start a conversation? Contact Wilker Wealth Management today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
