Meet Our Team

Meet the team behind Prosperity Financial Solutions, a holistic financial planning firm serving Florida families with personalized guidance rooted in trust, education, and genuine relationships.

Meet Our Founder
David Wilcox

David Wilcox, LUTCF®, CLTC®

Co-Founder | Advisor

"I firmly believe that financial education is extremely important, 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.