Broker Check
Jeff  Wilcox

Jeff Wilcox

Chief Investment Advisor

Jeff Wilcox has been involved in the financial industry for more than 20 years. Prior to founding joining EnlightnU Financial, Jeff Wilcox held various positions in both the Corporate and Financial industries, including: Assistant Managing Partner for New England Financial, Managing Partner for Baron Financial, and Regional Director for MetLife Resources. Jeff managed to remain a top producer, all while recruiting and developing high-producing agents and building a respectable agency.

Throughout the years, Jeff has qualified and belonged to many prestigious organizations such as MDRT, QRT, GAMA, and The National Association of Insurance Advisors.

Being knowledgeable in many aspects of the financial industry pushed Jeff to become an independent financial advisor. Agents and registered representatives act in their company’s best interest, whereas independent financial advisors act in the client’s best interest and offer options from a wide array of diversified investment strategies. Free from the constraints of a one-size-fits-all company approach, Jeff can create comprehensive and personalized portfolio strategies unique to each client.

Utilizing a 21st century money management approach, Jeff Wilcox specializes in investment advisory services, retirement preparation, insurance planning, and income planning. The corporate and financial retirement industry has armed Jeff with the skills required to provide his customers with valuable financial planning and customer service.

"As an independent financial advisor, my commitment to you and my clients is to provide the best possible advice the industry has to offer. It is my fiduciary responsibility to act on those terms."