Let's move forward. Together.

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Train mountains

Andrew "Andy" Wilcox

First Vice President–Wealth Management

Financial Advisor

I help successful, busy people protect and grow their investment assets and implement wealth strategies to meet their financial goals.  As a Wealth Advisor and Retirement Plan Specialist with two decades in the financial industry, my clients and my friends can rest assured knowing that I have their best interests at heart. With the vast resources available at UBS our team utilizes a disciplined investment and portfolio management style to help our clients achieve their dreams. I travel often to visit my parents who live in Georgia when not relaxing in Montana.  My daughter lives here in Alaska and my son is in the Peace Corp stationed in Paraguay, South America until 2018.  I am an avid fly fisherman and a bow hunter.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • MA
  • MI
  • MN
  • MT
  • NC
  • NE
  • NV
  • OR
  • TN
  • TX
  • WA
  • WI

Credentials

  • Chartered Retirement Plans Specialist
3000 A Street
Suite 100
Anchorage, AK 99503
  • (907) 261-5958

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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