Timothy E. Wilcox CFP®, ChFC®, CASL®, CLU®
Tim Wilcox is a Director of Advanced Planning with Calle Financial Network, LLC. Prior to moving to Calle Financial Network, Tim was a Wealth Management Advisor with Northwestern Mutual for 28 years. Prior to Northwestern Mutual, Tim was a Financial Advisor and Registered Representative for 5 years at The Home Life Insurance Company of New York (now Nassau Life Insurance Company).
Tim received his Chartered Life Underwriter designation from the American College of Financial Services in 1994. He went on to complete his Chartered Financial Consultant designation from the American College in 1997. He was conferred by the Certified Financial Planner Board of Standards, completing all the requirements to use the Certified Financial Planner™ mark in 2002. In 2014, Tim received the Chartered Advisor for Senior Living designation from the American College. Tim is Series 6 and 63 licensed with FINRA.
Tim holds a Bachelor of Arts in Business Administration from Rutgers University.
Tim believes that by understanding an individual’s goals and aspirations, that he can develop strategies for professionals, business owners, and executives to help them meet their goals of risk management and wealth accumulation.
Tim is a member of Prince of Peace Lutheran Church, in Marlton, NJ. He has been the President and the Vice President of the Congregational Council, and has been the Chairman of the Stewardship Committee. Also, he has been a Youth Mentor, accompanying high school youth of Prince of Peace on two week-long National Gathering trips to San Antonio, TX and Atlanta, GA. Tim and Kim have served as Lay Eucharistic Ministers, bringing the Sacrament of Holy Communion to church members at home or in retirement facilities. Tim served as Treasurer for the Eastern High School Football Boosters, in Voorhees, NJ.
Tim is married to Kim, and resides in Voorhees, NJ. They have two children: Danielle, who is a Project Manager and Civil Engineer, and David, who is a Management Supervisor. Tim enjoys time out on their boat and travelling.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: NJ, PA, FL, OH and TX, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Calle Financial Network, LLC are not affiliated.