Chad Wilcott
Chad R Wilcott, Senior Vice President, Senior Financial Advisor began his financial services career in 2005. As a Senior Financial Advisor Chad assists clients by helping them manage their wealth to meet their individual needs. Chad focuses on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helps to ensure every potential solution is grounded in understanding what each client wants to achieve.
He oversees and coordinates the financial affairs for a select group of families, retirees, and business owners around the country. Chad graduated from Western Oregon University and then went on to earn his CPM® designation from The Fu Foundation of Engineering and Applied Science after successfully completing the education component at Columbia University and the Portfolio Management Institute.
Chad enjoys the outdoors, spending time with his family and being involved in his children's activities. He has been married to Stefani for over 25 years and after being blessed with 2 very active sons, they adopted 2 beautiful daughters from China.
Selecting the right professional relationship with the right firm is certainly an important decision. Merrill expertly combines the two most powerful elements available to help our clients articulate the life they envision: The experience of a highly-trained and thoughtfully prepared Financial Advisor committed to your needs and the world-class resources of a leading global financial services firm. My team and I follow a disciplined Goals-Based Wealth Management process. We also find great pride in the high level of service we provide to our clients.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
