Edward J. Wilcox
Compliance Officer bei Rollins Financial Advisors LLC
Profil
Mr. Edward J.
Wilcox is a Partner at Rollins Financial Advisors LLC.
He is a Partner and Financial Adviser who has worked for Rollins Financial Advisors for over nine years.
Mr. Edward enjoys analyzing the portfolio management process with a focus on providing efficient and appropriate investment solutions for investment clients.
Mr. Edward is involved at all levels of servicing the financial planning needs of our clients.
His emphasis on research, analysis, and financial planning is instrumental to assisting clients in making well-informed decisions that enable them to utilize their wealth for a comfortable life.
Prior to working for Rollins Financial Advisors, Mr. Edward worked for a 401k plan administrator and with an international investment firm in New York City.
He graduated from Florida State University in 1998 with a Bachelor of Science degree in Finance.
Aktive Positionen von Edward J. Wilcox
| Unternehmen | Position | Beginn |
|---|---|---|
Rollins Financial Advisors LLC
 Rollins Financial Advisors LLC Investment ManagersFinance Rollins Financial Advisors LLC (Rollins Financial) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Joseph “Joe” Rollins and is a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Rollins Financial provides portfolio management services to individuals, high-net-worth individuals and corporate pension and profit-sharing plans. | Compliance Officer | 01.12.2004 |
Ausbildung von Edward J. Wilcox
| Florida State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Rollins Financial Advisors LLC
Rollins Financial Advisors LLC Investment ManagersFinance Rollins Financial Advisors LLC (Rollins Financial) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Joseph “Joe” Rollins and is a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Rollins Financial provides portfolio management services to individuals, high-net-worth individuals and corporate pension and profit-sharing plans. | Finance |
