Home > About Us > Financial Professionals > Tim Wilcox, CLF

Tim Wilcox, CLF


Tim Wilcox is a seasoned Managing Partner with over 25 years of experience in the financial industry, serving the Atlanta metro area. With a successful tenure as an Executive Partner at New York Life, Tim brings a wealth of experience to his role.

 

As a professional with the designation of CLF (Chartered Leadership Fellow) and a member of NAIFA (National Association of Insurance and Financial Advisors), Tim is committed to providing top-notch financial solutions to his clients.

 

What sets Tim apart is his genuine passion for truly helping people. He takes immense pride in assisting individuals and families to secure their financial future and achieve their goals. Tim believes in building strong relationships with his clients, understanding their unique circumstances, and tailoring strategies to suit their specific needs.

 

In addition to his professional pursuits, Tim is actively involved in giving back to the community. He coaches kids' club basketball, instilling not only the skills of the game but also important life values in young athletes.

 

In his leisure time, Tim cherishes moments spent with his family. He enjoys quality time with his wife of 33 years, Andrea, and takes delight in being a proud father to his daughter, Anjelica, and a loving grandfather to his grandkids, Kaisen, Knavie, and Bodie.

 

For professional financial support and a personalized approach to financial services, contact Tim Wilcox at (404) 386-6238 or email him at TimWilcox@AHFplanners.com.

Loading
  • Get in Touch

Our Locations

Pensacola, Florida
Lafayette, Louisiana
Palm Bay, Florida
Tallahassee, Florida
Texarkana, Texas
Birmingham, Alabama
Fort Walton Beach, Florida
*Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. American Heritage Financial, LLC is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.   American Heritage Financial, LLC may conduct life insurance and securities business in Florida and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed. This content should not be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.   Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica, American Heritage Financial, LLC, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.  
Investing involves risk which includes potential loss of principal. Guarantees are subject to the claims paying ability of the issuing insurance company.  
Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any other governmental agency.
Login