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 Eddie Wilcox
| Unternehmen | Position | Beginn |
|---|---|---|
Rollins Financial Advisors LLC
Rollins Financial Advisors LLC Investment ManagersFinance Rollins Financial directs client assets to be invested in stock funds, fixed income (bond) funds, individual stocks, individual bonds, individual cash equivalent securities, commodity funds, real estate funds and alternative asset funds to achieve the specific goals of each client account. The firm directs investments towards domestic investments, or international investments, depending on market conditions. | Compliance Officer | 01.12.2004 |
Ausbildung von Eddie Wilcox
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Florida State University
Florida State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Rollins Financial Advisors LLC
Rollins Financial Advisors LLC Investment ManagersFinance Rollins Financial directs client assets to be invested in stock funds, fixed income (bond) funds, individual stocks, individual bonds, individual cash equivalent securities, commodity funds, real estate funds and alternative asset funds to achieve the specific goals of each client account. The firm directs investments towards domestic investments, or international investments, depending on market conditions. | Finance |
















