Timothy Wilcox Email & Phone Number
Director of Advanced Planning
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Timothy Wilcox Location
- Newtown, PA, US
Timothy Wilcox Work
- 2017 -now Director of Advanced Planning @ Calle Financial Network, LLC
- 2017 -now Registered Representative @
- 2017 -now Investment Advisor Representative @ Cambridge Investment Research Advisors
- 1988 -2017 Wealth Management Advisor @
Timothy Wilcox Education
- The American College
Chartered Advisor for Senior Living (CASL) (Retirement Planning)
2014-2014 - Certified Financial Planner Certificants of North America
Certification (Certified Financial Planner)
2000-2002 - The American College
(Chartered Financial Consultant)
1994-1997 - The American College
(Chartered Life Underwriter)
1986-1994 - Rutgers University - Camden
Bachelor of Arts (Business Administration)
1979-1988 - Shawnee High School, Medford, NJ
(Academic)
1976-1979
Timothy Wilcox Skills
- Estate Planning
- Series 63
- Fixed Annuities
- Insurance
- Retirement Planning
- Financial Planning
- Investments
- 401k
- Strategy
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Strategic Financial Planning
- Wealth Accumulation
- Long Term Care
- Disability Insurance
- Financial Analysis
- Long Term Care Insurance
- Project Management
- Term Life Insurance
- Retirement
- Series 7
Timothy Wilcox Summary
- Timothy Wilcox, based in Newtown, PA, US, is currently a Director of Advanced Planning at Calle Financial Network, LLC. Timothy Wilcox brings experience from previous roles at Cambridge Investment Research, Inc., Cambridge Investment Research Advisors and Northwestern Mutual. Timothy Wilcox holds a 2014 - 2014 Chartered Advisor for Senior Living (CASL) in Retirement Planning @ The American College. With a robust skill set that includes Estate Planning, Series 63, Fixed Annuities, Insurance, Retirement Planning and more. Timothy Wilcox has 1 emails and 1 mobile phone numbers on RocketReach.
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