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Our financial advice team


Scott Wilcox, Financial Advisor serving the Westlake Village, CA area - Ameriprise Advisors

Scott Wilcox

CFP®

Financial Advisor

EPIC Wealth Partners
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 12 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Estate Planning Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Awards & recognition

  • EPIC Wealth Partners, Ameriprise Client Experience Award, 2020-2021

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Interests

  • My wife, Rosie, daughter, Cloie, and son, Noah, are the top prorities in my life.
  • Rosie and I enjoy our favorite foods and family activities.
  • Cloie loves art and always carries a book.
  • Noah is a true mathematician.
  • We are all black belts in Songahm Taekwondo.
  • Golf is my favorite pastime.