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The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

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Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

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Tucson

Tim Wilcox

Senior Wealth Advisor

2343 E Broadway Blvd, Suite 116
Tucson, AZ 85719

Tim Wilcox

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Tim Wilcox

About Tim

Tim is a valued member of the Focus Partners Wealth team who previously served as an Investment Advisor/Securities Analyst/Portfolio Manager with Sonora Investment Management and was eventually named a Partner in that firm. He started his career as a Financial Consultant with Shearson Lehman Brothers in Oklahoma City in 1993. In 1996, he joined Charles Schwab & Co. Inc. in Tucson as a Financial Consultant and advanced to Senior Branch Manager before joining Sonora.

Tim lives in Oro Valley, Arizona, with his wife, two dogs, and a cat. He has a daughter and son, both of whom are college graduates pursuing their American dream. He enjoys golfing, music, movies, hiking, history, sports, and travel.

Education and Professional Milestones

-Oklahoma State University – bachelor’s degree 

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