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Our financial advice team


Scott Wilcox

Scott Wilcox

CFP®, CRPC®, APMA®

Financial Advisor

Chief Operating Officer of
EPIC Wealth Partners
20
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.

Areas of focus

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

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.

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
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