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
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • ND
  • NM
  • NV
  • OH
  • OR
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

Credentials

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

Email Me

Three generations in apple orchard

Turn possibilities into a plan

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A leading global wealth manager

White House

ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

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UBS is a leading and truly global wealth manager

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