All Press Releases for February 02, 2024

Richard J. Wilcox, CFP®, CRC® Celebrated for Dedication to the Field of Banking

Richard Wilcox channels years of expertise into his work with Southern Bank and Trust Company



    SUFFOLK, VA, February 02, 2024 /24-7PressRelease/ -- Richard Wilcox has been included in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.

A retirement counselor and financial planner with Osaic Institutions, Dr. Wilcox excels in advisory and executive roles from his offices located at Southern Bank and Trust Company, through which he specializes in retirement planning and portfolio management. Similarly, he leverages his considerable expertise in church leadership as the Clerk for the North Carolina Fellowship of Friends (Quakers). He has served as a pastor since 2001 and is currently the pastor of Somerton Friends Meeting. He maintains his professional designations as a CERTIFIED FINANCIAL PLANNER™ and a Certified Retirement Counselor®.

Over the years, Dr. Wilcox also gained valuable expertise in the finance industry as an investment services specialist and teller supervisor for Southern Bank and Trust Company. During the early stages of his career, he gained valuable expertise in finance and as a pastor serving Up River Friends Meeting, Bank of the Commonwealth, Warwick Memorial United Methodist Church, Brosville United Methodist Church, Peoria United Methodist Church and Caldwell Memorial United Methodist Church. He co-founded and is the manager of R.J.K. &M. Financial. He also co-founded and managed Maplewood Properties.

Dr. Wilcox earned a Bachelor of Science in finance from Minnesota State University, Moorhead in 1998. Subsequently, he expanded his professional knowledge, earning a Master of Divinity and a Doctor of Ministry in church leadership from the Methodist Theological School in Ohio. In conjunction with his work, he contributes to his community as a board member of the Coalition Against Poverty in Suffolk. Over the years he has served on a number of non-profit boards including the Perquimans County Council on Education, North Carolina Fellowship of Friends Faith and Practice Committee, Methodist Theological School in Ohio Board of Trustees, Methodist Theological School in Ohio Faculty Council, Boy Scouts of America Troop #322 Council, Perham Area Food Shelf Board, and the Minnesota Annual Conference UMC Finance Committee.

Outside of his professional life, Mr. Wilcox fosters a passion for genealogy and has recently written Searching for James Gibson: Unraveling a Two-Century-Old Family Legend. Though hard work and dedication have brought him far in his career, he credits his success to his strong relationship with Osaic Institutions and Southern Bank and Trust Company. In the coming years, Dr. Wilcox intends to increase his financial planning business, serve Somerton Friends, and publish his genealogical research.

About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Marquis celebrates its 125th anniversary in 2023, and Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. Marquis® publications may be visited at the official Marquis Who's Who® website at www.marquiswhoswho.com.

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