Chip Wilcox Email & Phone Number
Managing Director, Wealth Advisor @ Cannon Wealth Management
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Chip Wilcox Location
- North Carolina, United States
Chip Wilcox Work
- 2026 -now Managing Director, Wealth Advisor @
- 2020 -now Partner and Financial Advisor @
- 2009 -2020 Financial Advisor @ Triad Wealth Management
- 2003 -2009 Financial Advisor @
- 2002 -2003 Business Banker @ SouthTrust Bank
Chip Wilcox Education
- University of Michigan-Flint
Bachelor of Business Administration (B.B.A.)
1995-1996 - Cedarville University
(International Business)
1992-1995 - University of Michigan-Flint
(Business Administration and Management, General)
1991-1992 - Lapeer West High School
High School Diploma
1988-1991
Chip Wilcox Skills
- Finance
- Investments
- Retirement Planning
- Wealth Management
- Financial Planning
- Mutual Funds
- Series 7
- Retirement
- Portfolio Management
- Asset Allocation
- Management
- Financial Reporting
- Project Management
- Financial Analysis
Chip Wilcox Summary
- Chip Wilcox, based in North Carolina, United States, is currently a Managing Director, Wealth Advisor at Cannon Wealth Management at Farther. Chip Wilcox brings experience from previous roles at Cannon Wealth Management, Triad Wealth Management, Merrill Lynch and SouthTrust Bank. Chip Wilcox holds a 1995 - 1996 Bachelor of Business Administration (B.B.A.) @ University of Michigan-Flint. With a robust skill set that includes Finance, Investments, Retirement Planning, Wealth Management, Financial Planning and more. Chip Wilcox has 2 emails and 1 mobile phone numbers on RocketReach.
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