Edward (Eddie) Wilcox, CFA, CFP®, Partner

ewilcox@rollinsfinancial.com

Eddie Wilcox is a Partner and Financial Adviser who has worked for Rollins Financial for over nine years. He enjoys analyzing the portfolio management process with a focus on providing efficient and appropriate investment solutions for investment clients. Eddie is involved at all levels of servicing the financial planning needs of our clients. His emphasis on research, analysis, and financial planning is instrumental to assisting clients in making well-informed decisions that enable them to utilize their wealth for a comfortable life.

In addition to his duties as a Financial Adviser, Eddie is also the Chief Compliance Officer for Rollins Financial. As our Chief Compliance Officer, Eddie is responsible for ensuring that Rollins Financial is in compliance with regulatory and legal obligations.

Eddie graduated from Florida State University in 1998 with a Bachelor of Science degree in Finance. Prior to working for Rollins Financial, Eddie worked for a 401k plan administrator and with an international investment firm in New York City. Eddie is a CFA charter-holder, a certified financial planner, and he also holds his Series 65 securities designation.

Along with his wife and two daughters, Eddie lives in Ormewood Park, a historic intown neighborhood located just east of downtown Atlanta. In his time away from the office, Eddie enjoys running, skiing, participating in team sports and going on family outings to Atlanta parks. As a family, they are supporters of Zoo Atlanta and various neighborhood civic organizations.

Education

  • Bachelor of Science, Finance, Florida State University

Recognition

  • Dave Ramsey's suggested advisor network
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