Long-time Henderson resident launches Wilcox Advisors, Inc.
HENDERSON, Nev. – It’s commonplace for financial planning to be promoted as services offered by stockbrokers and insurance agents or salespeople who may not have the client’s best interest at heart. Denise Wilcox, a certified financial planner, wanted to develop a company where clients could come for unbiased financial counsel free from the pressure of being sold a product while keeping the client’s interests, welfare and privacy in mind. Wilcox Advisors, Inc. launched this year as a registered investment advisory firm in Henderson, Nev.
With two decades of experience in financial services, Wilcox has much experience guiding clients toward financial independence. Aside from being a certified financial planner, she also has received formal training in investment fiduciary responsibility and earned the Accredited Investment Fiduciary professional designation awarded by the Center of Fiduciary Studies.
Wilcox Advisors also provides business consulting services, using financial diagnostic tools to provide strategies, performance improvement methodologies and personal development systems to advance the profitability of a small business.
“Wilcox Advisors provides an array of services in an unbiased and objective environment, free from the potential conflicts that may exist in a sales-oriented setting,” Wilcox said. “We focus on creating financial plans and investment management strategies for clients that are inspired by their dreams and aspirations.”
Wilcox is a published author of financial and personal-interest articles. As an experienced speaker, she has presented many educational seminars on various topics including estate planning, retirement and investment planning and a series focused on the financial planning needs of women.
Wilcox has been a Henderson resident for more than 20 years and has volunteered to serve on the city of Henderson’s Parks and Recreation Board and with many youth programs including the Boy Scouts of America, the Clark County School District Stay in School mentoring program and Big Brothers Big Sisters.
For more information, call 702-939-4920 or visit http://www.denisewilcox.com.