Cole M. Willcox, MS

Financial Advisor

Cole serves as a Financial Advisor with Wealth Advisory Group, Inc.

In his role as Financial Advisor, Cole believes the firm’s core values should be at the forefront of every interaction with clients inside and outside of the office.  Those values include a dedication to enduring relationships, a focus on client service, a commitment to positive outcomes, and most importantly, always placing our client’s interests first.  As a fiduciary, making the right decisions for the client will always outweigh any potential return for the firm.  By providing a proven financial process, clients can dramatically improve their long-term financial success and well-being.  In today’s world, financial well-being and personal well-being go hand in hand and Cole brings with him a passion and desire to improve the lives of those around him.

Before joining Wealth Advisory Group, Cole spent a handful of years traveling the world as a golf touring professional.  He competed on the PGA Tour Latinoamerica and various other tours in North America and internationally.  Prior to his professional golf career, he was an investment analyst at Aegis Media in New York, NY, and sat on an equity trading desk at Boenning and Scattergood in Conshohocken, PA.

Cole graduated from the University of Virginia with a Bachelor of Arts in Sociology and received a Master of Science in Business from Catholic University of America.  While at UVa., he was a member of the Men’s Varsity Golf Team and an active volunteer with Athletes Committed to Education (A.C.E.) and the Student-Athlete Advisory Committee (S.A.A.C.).  Born and raised in the Philadelphia area, he graduated from Malvern Preparatory School and enjoys being outside and active in his free time.