Jackson Wilcox
Financial Advisor at SageSpring Wealth Partners
- Role
- Financial Advisor at SageSpring Wealth Partners
- Location
- Franklin, TN, US
- LinkedIn followers
- 500 followers
About Jackson Wilcox
As a Financial Planning Professional on the Deering Wealth Team, I help families achieve their financial goals and maintain financial confidence. I leverage my experience as a former tax accountant and current licensed CPA to help individuals and businesses understand tax planning strategies. I enjoy serving as a trusted adviser for clients and delivering an exceptional customer experience.
Experience
Financial Advisor
May 2019 — Present · Franklin, TN, US
We believe that freedom is more than the number on the bottom of a statement. We believe that freedom is found in serving joyfully, giving generously, and in the journey of a well-planned life. It’s our desire to partner with our clients in pursing that freedom.We utilize a team approach to provide ongoing guidance primarily for families preparing for retirement, transitioning into retirement, and maintaining retirement. We also focus on planning with our clients in achieving their charitable and legacy goals.*Securities offered through Raymond James Financial Services, Inc, member FINRA / SIPC. Raymond James is not affiliated with Sage Spring Wealth Partners*Sage Spring Wealth Partners and the Deering Wealth Team are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through SageSpring Wealth Partners, an independent registered investment adviser.*For important disclosure information, please see \"Social Media Disclosure\" link in the \"Contact Info\" section.
Education
Taylor University
Bachelor of Science (B.S.)
2014 — 2017
Taylor University
Bachelor of Science - BS
2014 — 2017
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