Our Qualifications

Mary Wilcox, a Certified Financial Planner® professional, founded Wilcox Tax Accounting in 1979, after obtaining the designation of enrolled agent. The main emphasis at that time was tax management. In 1993 she completed her Bachelor of Science degree in the field of Accountancy at Arizona State University.

In 1995 as client`s need for investment advice increased, she expanded her qualifications to the financial industry, obtaining more licenses. Hence, Wilcox Tax and Financial Advisors was formed.

Mary Wilcox holds investment licenses in general securities (Series 7, 63), Advisory Services (Series 65) as well as insurance licenses in variable contracts, disability (including health and long-term care), and life insurance products.

Professional Associations:

The Financial Planning Association

National Association of Enrolled Agents

National Society of Accountants

Accreditation Council for Accountancy and Taxation