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Advisors / Virginia / Norfolk
18yrs

Gerald Willcox

Financial advisor at Wells Fargo Advisors

Based in Norfolk, Virginia, Gerald Willcox is a fiduciary financial advisor with 18 years of industry experience. Gerald joined Wells Fargo Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.

One of 264 advisors with offices in Norfolk, and one of 245 fiduciaries.

Norfolk, VA 23510Fiduciary advisor
Call the officeDirections

At a glance

Experience18 years (since 2009)
How that compares ?More experience than 55% of advisors nationwide
Office999 Waterside Dr Suite 1800, Dominion Tower [V4-Rbo], Norfolk, VA 23510
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state

Services through Wells Fargo Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Sep 2025 – now

Questions to ask Gerald

Tailored to Gerald’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Gerald

How do I contact Gerald?

Call Gerald’s local office at (757) 622-8261 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Gerald Willcox.

How long has Gerald been a financial advisor?

Gerald has been in the industry since 2009, about 18 years. More experience than 55% of advisors nationwide.

What licenses does Gerald hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Gerald a fiduciary?

Gerald is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Gerald paid?

Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Gerald for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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