Jeff Wilcox
Financial Advisor @LPL Financial
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WORK HISTORY
Financial Advisor @LPL Financial
Toledo, OH, US
Providing financial confidence and hope for my clients by implementing a personalized financial strategy that matches their life goals and dreams.
EDUCATION
Cornerstone University
Bachelor's degree, Social Studies & Science
Calvin University
Bachelor's degree, Secondary Education and Teaching
Cleveland State University
Master of Education (M.Ed.), Educational Leadership and Administration
ABOUT JEFF WILCOX
As a Financial Advisor I continue a career of service to others through an understanding of what is important to them, helping them build personalized strategies for their financial goals and partnering together to keep them on track. During my prior 34 years in education, I served as a transformational leader of organizational culture achieving mission and vision through insight, discernment and an understanding of people and processes. I thrive leading a team through a collaborative approach which pursues organizational goals while addressing challenges. My positive, upbeat and friendly personality combined with my strong leadership skills attracts other leaders to join me. I am a passionate and effective communicator excelling when championing vision. My understanding of organizational structure enables me to design and implement key positions and processes that bring excellence, improve effectiveness and efficiency and seeks to build a culture of trust.Securities offered through LPL Financial, member FINRA/SIPC.For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am registered to do business, please visit
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