Blake Willcox

Lead Advisor @Venturi Private Wealth

Oklahoma City, OK, US

EMAILS

[email protected]

MOBILE NUMBERS

+14•••••••45

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WORK HISTORY

Apr 2022 — Present

Lead Advisor @Venturi Private Wealth

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Oklahoma City, OK, US

SKILLS

Wealth ManagementInvestmentsStrategic Financial PlanningSeries 7Mutual FundsFixed AnnuitiesCertified Financial PlannerFinancial AdvisoryInvestment AdvisoryFinanceSecuritiesFinraFinancial AnalysisRetirement PlanningEstate PlanningRetirementAsset Allocation

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ABOUT BLAKE WILLCOX

Significant wealth is different – in both its opportunities and challenges. Venturi is…

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