Aaron Wilcox

About Aaron Wilcox

As a wealth management financial advisor at CAPTRUST, I specialize in generating innovative and creative solutions that help business owners, high-net-worth and ultra-high-net-worth individuals, and institutions plan for the future—optimizing business exits for tax-efficiency while addressing retirement planning, investment management, wealth transfer, and benefit plan strategies.Prior to joining CAPTRUST in 2025, I was an audit partner at a top 30 national accounting firm, working closely with business owners to maintain compliance with financial statements and meet their companies’ objectives.I have an amazing family that I love spending time with. My wife is my rock and has done so much to support me throughout the years in my career. Our four kids help keep me young and always keep my wife and me on our toes with their many activities.In my free time, I enjoy spending time with my wife and kids and being active with their sports teams. I also enjoy playing almost any sport, but some of my favorites are volleyball, golf, pickleball, and ping-pong. I also contribute to my community through volunteering with my church and volunteering with the Three Square food bank in southern Nevada.

Experience

1. Vice President Financial Advisor

   CAPTRUST

   Dec 2025 — Present · Las Vegas, NV, US

Education

• Southern Utah University

  Masters of Accounting - MAcc

• Southern Utah University

  Bachelor's degree, BA Accounting

Skills

• Auditing
• Financial Reporting
• Management
• Gaap
• Portuguese
• Business Networking
• Cpa
• Accounting
• Financial Accounting
• Microsoft Excel
• Internal Controls
• Generally Accepted Accounting Principles (Gaap)