Josh Wilcox
Empowering Exceptional Advisors. Running triathlons on the side.
- Role
- Senior Vice President of Operations & Development at United Wealth Advisors Group, Llc
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Josh Wilcox
As the SVP of Operations & Development with United Wealth Advisors Group I work with our firms to empower them build the businesses that enrich the lives of those around them. With experience as a sales manager, advisor, and internal sales team member I am able to provide feedback based on my real world experience and connect our firms to the resources they need to grow. After graduating from the University of Nebraska - Lincoln with my degree in Natural Resource Economics I began my career as an advisor, earning my LUTCF designation, moving into sales leadership, before ultimately finding my home in this position. I love what I do and am excited to help others grow every day.Outside of the office you can find me spending time with my wife, Liz, and our two dogs and three cats. We might be on the couching binging a new show, listening to records, reading a good book, or traveling the world looking for our next adventure. I also spend a lot of time training for my next triathlon!#Empower #Enrich #Finance #Insurance #Investment #Support #Development #BetterTogether #AlwaysExceptional #IndependentNotAlone
Experience
Senior Vice President of Operations & Development
United Wealth Advisors Group, Llc
Jan 2024 — Present
Education
University of Nebraska-Lincoln
Bachelor of Science (B.S.)
2007 — 2012
University of Nebraska at Omaha
Master of Business Administration - MBA
2022 — 2024
Skills
- Series 63
- College Education Planning
- Investments
- Fixed Annuities
- Securities
- Public Speaking
- Retirement Planning
- Finra
- Financial Services
- Disability Insurance
- Series 65
- Series 6
- Insurance
- Mutual Funds
- Life Insurance
- Finance
- Strategic Planning
- Lutcf
- Variable Products
- Strategic Financial Planning
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