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JACKSON WILCOX ACHIEVES CERTIFIED FINANCIAL PLANNER (CFP®) STATUS

Southwestern Investment Group’s Jackson Wilcox was recently certified by the CFP® Board as a CERTIFIED FINANCIAL PLANNER® professional. Wilcox’s goal in completing this process is to further his depth of knowledge and expertise regarding effective and comprehensive financial planning. His completion of this certification illustrates his ongoing commitment to understanding and applying complex financial planning concepts, while adhering to the highest of ethical standards.

As a member of Southwestern Investment Group’s Deering Wealth Team, Wilcox has worked as a financial planning professional, focused on helping business owners and individuals with everything from income tax planning to advanced charitable strategies and developing their overall financial plans.

“I can confidently affirm that Jackson is among the most driven professionals I’ve had the pleasure of working with in the financial industry. From passing his series 7 and series 66 securities industry essential exams within the first six months of entering the investment industry to his promotion to Financial Planning Professional to this latest CFP® achievement, our team couldn’t be more proud of Jackson,” says Mark Deering, Executive Vice President at Southwestern Investment Group and leader of the Deering Wealth Team.

Regarding this latest achievement, Wilcox says, “Helping our clients succeed with their financial goals is my top priority, and receiving the honorable CFP® designation will help me serve clients in an even greater capacity in the days ahead.” As one of Southwestern Investment Group’s core values is to develop students and leaders, the company celebrates Jackson corporate-wide, as he is a shining example of this important value within our amazing roster of team members.

Jackson can be reached at (615) 861-8873 or at Jackson.Wilcox@SWInvestmentGroup.com.

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