MEET the prosperity financial solutions team

Financial Planning Company in Palm Beach, FL

OUR FOUNDER

“I firmly believe that financial education is extremely important,” David says, “for the professional advisor and also for the client. At Prosperity Financial Solutions, we present each of our clients with the kind of information they need to make wise financial decisions for their own retirement years."

For the past thirty-five years, David Wilcox, LUTCF®, CLTC®. Co-Founder of Prosperity Financial Solutions, LLC, has been assisting pre-retirees, retirees, and investors with comprehensive retirement planning.

As a well-known, local advisor, David specializes in helping you preserve your money and other assets while increasing your retirement income and avoiding the most common financial mistakes. As for hundreds of other clients, David will help you protect your money and organize your investments more profitably.

David firmly believes in professional education and participating in many professional organizations. He is a 14-year member of the Global Financial Association; a member of NAIFA (National Association of Insurance and Financial Advisors) and is a Certified National Long-Term Care instructor. He teaches and mentors other financial advisors in this critically important field. David continues to present dozens of seminars and workshops on the subject of Long-Term Care and Investment Planning throughout the country.

David wants his clients to feel like they're part of his family. David loves spending time with his clients, treating them to dinner, boating and sporting events, and catching up on their families. He values good conversation and is always interested in learning more about what's been going on in the life of his clients.

In his spare time outside of the office, David enjoys spending time with his kids. He loves taking them out on the boat, grilling some good food, going for long walks together, and traveling to new and exciting places. David wants to provide a positive example for his children and show them that it's never too late to follow your dreams. And as a family man at heart, he loves nothing more than being able to spend time with those he cares most about.

MEET OUR TEAM

Russell Amsden

Vice President

Clark Wilcox

Marketing Director