Joshua A. Wilcoxson, CFP®
Joshua A. Wilcoxson joined the Commonwealth office as a full partner, after having worked with Bank of New York Mellon’s Private Banking and Portfolio Management business in Philadelphia, Pennsylvania, from 2006 to 2009. He studied political science at the University of Colorado, Boulder.
He holds the FINRA Series 7, 24, and 66 securities registrations through Commonwealth Financial Network®. In addition, he has earned the Accredited Investment Fiduciary® (AIF®) certification and Certified Financial Planner (CFP®). His primary areas of expertise are asset allocation and fiduciary oversight.