Aaron Wilcox, CPA, CGMA®

Vice President | Financial Advisor

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Biography
Credentials & Awards
Location(s)

Aaron Wilcox is a wealth management financial advisor based in Henderson, NV.

Aaron specializes in generating innovative and creative solutions that help business owners, high-net-worth and ultra-high-net-worth individuals, and institutions plan for the future—optimizing business exits for tax-efficiency while addressing retirement planning, investment management, wealth transfer, and benefit plan strategies.

Prior to joining CAPTRUST in 2025, he served as an audit partner at a national accounting firm, working closely with business owners to maintain compliance with financial statements and meet their companies’ objectives.

Aaron graduated from Southern Utah University with a Bachelor of Arts degree in accounting and a Master of Accountancy.

In his free time, Aaron enjoys spending time with his wife and four kids and being active with his children’s sports teams. He also enjoys playing volleyball, golf, pickleball, and ping-pong. He contributes to his community through volunteering with the Three Square food bank in southern Nevada.

Education

  • Aaron graduated from Southern Utah University with a Bachelor of Arts degree in accounting and a Master of Accountancy.

Industry Designations

  • Certified Public Accountant
  • Chartered Global Management Accountant

Industry Involvement

  • Member, Provisors Las Vegas
  • Member, Alliance of Mergers and Acquisition Advisors
  • Member, Succession Advisors Roundtable
  • Member, Southern Nevada Estate Planning Council

Memberships

  • Volunteer, Three Square Food Bank

Resources

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