Copyright Deering Wealth Team
 

Jackson Wilcox, CPA

Financial Planning Professional, RJFS

Jackson Wilcox studied finance and accounting at a small private college in rural Indiana. After graduating, he began his career in the financial industry at a small public accounting firm in the Colorado Rockies. During his time in public accounting, he worked with individuals and small business owners on a variety of issues including tax planning, financial statement preparation, and income tax compliance. Although this work was challenging and rewarding, financial advising was always his true passion and it was only a matter of time before he made the change. Looking for new opportunities and milder weather, Jackson joined Southwestern Investment Group’s Deering Wealth Team as a financial advisor in Franklin, TN.

Jackson’s role is to support the delivery of comprehensive financial planning to the families and individuals served by the Deering Wealth Team. His daily responsibilities include serving families in the six CFP® practice areas of general planning, retirement planning, tax planning, investment management, risk management, and estate planning.  In addition to these regular responsibilities, Jackson is also responsible for implementing new technology and planning processes for the families of the Deering Wealth Team.

Jackson views the financial planning profession as uniquely positioned to provide value and financial confidence to clients. He is in the process of expanding his professional qualifications by studying to become a CERTIFIED FINANCIAL PLANNER professional. Jackson is also devoted to developing and maintaining top level knowledge in new trends in the advising and regulatory landscape.

The united pursuit of serving clients with excellence makes it a privilege for Jackson to be an associate. He appreciates the professionalism and camaraderie of Southwestern Investment Group. He also enjoys working with his specific team and the relaxed office atmosphere.

Outside the office, Jackson enjoys exploring the Franklin area with his college sweetheart and wife, Molly. He enjoys staying active by playing ultimate frisbee and trying to tire out is inexhaustible goldendoodle puppy – Finley. Jackson and his wife are also active members of and volunteers with their local church.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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