Chad Wilcott

Background

About Chad Wilcott

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. I oversee and coordinate the financial affairs for a select group of families, retirees, and business owners around the country. I graduated from Western Oregon University and then went on to earn my 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. I enjoy the outdoors, spending time with my family and being involved in my children's activities. I have been married to Stefani for 20 years and after being blessed with 2 very active sons we adopted 2 beautiful daughters from China. I WELCOME A CONNECTION IF: 1. You are currently retired or are nearing retirement and are seeking a customized retirement plan. Are in the process of or newly divorced and are looking for a new, professional relationship with an advisor. Are dissatisfied with your current advisor or would like a second opinion. Are a business owner or executive looking for professional financial advice and guidance. Phone: 509-737-3507 Email: chad.wilcott@ml.com CPM® is a registered service mark of the Academy of Certified Portfolio Managers.