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Mary N. Wilcox, EA, CFP®

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CFP® and Certified Financial Planner™ are federally registered marks of the Certified Financial Planner Board of Standards, Inc.

Securities Offered Through J.W.Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory Services Offered Through J.W. Cole Advisors, Inc (JWCA). Neither J.W. Cole Advisors, Inc (JWCA) or J.W. Cole Financial, Inc. (JWC) nor  its representatives provide leal, tax preparation or accounting advice.  Persons who provide such advice do so in a capacity other than as a registered representative of  JWCA/JWC.  

Wilcox Tax and Financial Advisors, LLC. and JWC/JWCA are not naffiliated entities. 

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Wilcox Tax and Financial Advisors, LLC. are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.  Therefore, a response to a request for information may be delayed.  No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.  Please note that not all of the investments and services mentioned may be available in every state. 

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck