Timothy E Wilcox, Cfp, Chfc, Casl, Clu
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Timothy E Wilcox, Cfp, Chfc, Casl, Clu Email & Phone Number

Director of Advanced Planning at Cambridge Investment Research, Inc.
Location: Newtown, Pennsylvania, United States 4 work roles 6 schools
1 work email found @nmfn.com 2 phones found area 856 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email t****@nmfn.com
Direct phone (856) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Director of Advanced Planning
Location
Newtown, Pennsylvania, United States
Company size

Who is Timothy E Wilcox, Cfp, Chfc, Casl, Clu? Overview

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Quick answer

Timothy E Wilcox, Cfp, Chfc, Casl, Clu is listed as Director of Advanced Planning at Cambridge Investment Research, Inc., a company with 980 employees, based in Newtown, Pennsylvania, United States. AeroLeads shows a work email signal at nmfn.com, phone signal with area code 856, and a matched LinkedIn profile for Timothy E Wilcox, Cfp, Chfc, Casl, Clu.

Timothy E Wilcox, Cfp, Chfc, Casl, Clu previously worked as Director of Advanced Planning at Calle Financial Network, Llc and Registered Representative at Cambridge Investment Research, Inc.. Timothy E Wilcox, Cfp, Chfc, Casl, Clu holds Bachelor Of Arts, Business Administration from Rutgers University - Camden.

Company email context

Email format at Cambridge Investment Research, Inc.

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*@nmfn.com
68% confidence

AeroLeads found 1 current-domain work email signal for Timothy E Wilcox, Cfp, Chfc, Casl, Clu. Compare company email patterns before reaching out.

Profile bio

About Timothy E Wilcox, Cfp, Chfc, Casl, Clu

My goal is to help individuals who are goal minded achieve long term financial growth while protecting their wealth and their loved ones. I feel strongly that my experience of working with hundreds of people, in good financial times and through financial crises, makes me ideally suited to plan for your future. Please reach out to me or feel free to refer anyone who you think could benefit from a confidential conversation about personal finance.“Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.”

Listed skills include Retirement Planning, Wealth Management, Retirement, Insurance, and 16 others.

Current workplace

Timothy E Wilcox, Cfp, Chfc, Casl, Clu's current company

Company context helps verify the profile and gives searchers a useful next step.

Cambridge Investment Research, Inc.
Cambridge Investment Research, Inc.
Director of Advanced Planning
fairfield, iowa, united states
Employees
980
AeroLeads page
4 roles

Timothy E Wilcox, Cfp, Chfc, Casl, Clu work experience

A career timeline built from the work history available for this profile.

Director Of Advanced Planning

Current
Calle Financial Network, Llc

Newtown, PA

Client relationships, product and service offerings

Feb 2017 - Present

Registered Representative

235 N Sycamore St, Newtown, PA 18940

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Calle Financial Network, LLC. are not affiliated.

Investment Advisor Representative

Cambridge Investment Research Advisors

235 N Sycamore St, Newtown, PA 18940

Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Calle Financial Network, LLC are not affiliated.

Wealth Management Advisor

10, 000 Midlantic Dr, Mount Laurel, NJ 08054

Dec 1988 - Feb 2017
Team & coworkers

Colleagues at Cambridge Investment Research, Inc.

Other employees you can reach at joincambridge.com. View company contacts for 980 employees →

6 education records

Timothy E Wilcox, Cfp, Chfc, Casl, Clu education

Certification, Certified Financial Planner

Certified Financial Planner Certificants Of North America

CFP

Academic

Shawnee High School, Medford, Nj
FAQ

Frequently asked questions about Timothy E Wilcox, Cfp, Chfc, Casl, Clu

Quick answers generated from the profile data available on this page.

What company does Timothy E Wilcox, Cfp, Chfc, Casl, Clu work for?

Timothy E Wilcox, Cfp, Chfc, Casl, Clu works for Cambridge Investment Research, Inc..

What is Timothy E Wilcox, Cfp, Chfc, Casl, Clu's role at Cambridge Investment Research, Inc.?

Timothy E Wilcox, Cfp, Chfc, Casl, Clu is listed as Director of Advanced Planning at Cambridge Investment Research, Inc..

What is Timothy E Wilcox, Cfp, Chfc, Casl, Clu's email address?

AeroLeads has found 1 work email signal at @nmfn.com for Timothy E Wilcox, Cfp, Chfc, Casl, Clu at Cambridge Investment Research, Inc..

What is Timothy E Wilcox, Cfp, Chfc, Casl, Clu's phone number?

AeroLeads has found 2 phone signal(s) with area code 856 for Timothy E Wilcox, Cfp, Chfc, Casl, Clu at Cambridge Investment Research, Inc..

Where is Timothy E Wilcox, Cfp, Chfc, Casl, Clu based?

Timothy E Wilcox, Cfp, Chfc, Casl, Clu is based in Newtown, Pennsylvania, United States while working with Cambridge Investment Research, Inc..

What companies has Timothy E Wilcox, Cfp, Chfc, Casl, Clu worked for?

Timothy E Wilcox, Cfp, Chfc, Casl, Clu has worked for Calle Financial Network, Llc, Cambridge Investment Research, Inc., Cambridge Investment Research Advisors, and Northwestern Mutual.

Who are Timothy E Wilcox, Cfp, Chfc, Casl, Clu's colleagues at Cambridge Investment Research, Inc.?

Timothy E Wilcox, Cfp, Chfc, Casl, Clu's colleagues at Cambridge Investment Research, Inc. include Stephanie Little, Dave Farbman, William Chen, Caitlin Vogt, and Frank Snyder.

How can I contact Timothy E Wilcox, Cfp, Chfc, Casl, Clu?

You can use AeroLeads to view verified contact signals for Timothy E Wilcox, Cfp, Chfc, Casl, Clu at Cambridge Investment Research, Inc., including work email, phone, and LinkedIn data when available.

What schools did Timothy E Wilcox, Cfp, Chfc, Casl, Clu attend?

Timothy E Wilcox, Cfp, Chfc, Casl, Clu holds Bachelor Of Arts, Business Administration from Rutgers University - Camden.

What skills is Timothy E Wilcox, Cfp, Chfc, Casl, Clu known for?

Timothy E Wilcox, Cfp, Chfc, Casl, Clu is listed with skills including Retirement Planning, Wealth Management, Retirement, Insurance, Strategic Financial Planning, Estate Planning, 401K, and Fixed Annuities.

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