Wilkes has been with Wagner Law Group since 2012. Based in San Francisco, California, he has advised clients including wealth management firms, banks, trust companies, investment professionals, plan sponsors and registered investment advisors.

His areas of expertise include tax law and ERISA (Employee Retirement Income Security Act) Title I fiduciary law, as well as the related federal and state securities and banking laws governing the distribution of investment products and services, such as the Investment Advisers Act, FINRA rules, and OCC regulations.

Before Wagner, Wilkes spent four years as an attorney at Drinker, Biddle & Reath.

“Steve has contributed significantly to the growth of our firm’s Title I ERISA practice and is considered one of the county’s foremost experts in this complicated and evolving area of the law – we are honored to name him a partner,” said managing director Marcia Wagner.