Kevin C. Cox - Morgan Stanley Financial Advisor - Venice, FL
Morgan Stanley
Kevin C. Cox, CFP
Financial Advisor
333 S. Tamiami Trail
Suite 199
Venice, FL 34285
tel: (941) 486-2203
toll-free: (866) 804-2490 
fax: (941) 486-3161

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Services
  • Financial Planning
  • Fixed Income
  • Qualified Plans
  • Qualified Retirement Plans
  • 401(k) Rollovers
  • Alternative Investments
  • Life Insurance
  • Wealth Management
  • Certificates of Deposit
  • Commodities
  • Futures
  • Retirement Planning
  • Exchange Traded Funds
  • Insurance Services
  • Asset Management
  • Planning for Special Needs Individuals
  • 529 Plans
  • Annuities
  • Education Planning
  • Estate Planning
  • Municipal Bonds
  • Trust Services and Accounting
Education and Licensing
  • BBA Finance
    Stetson University
  • MBA Finance
    University of Florida
Honors and Recognition
  • United Way Volunteer of the Year 2010

Bulletin Board
  • As CERTIFIED FINANCIAL PLANNER practitioners, we will review your whole financial picture to educate you on the best decisions for you & your family to help achieve your goals within your risk tolerance while providing high quality of service. To learn more, email us.

Kevin C. Cox holds the following registrations:
Securities Agent: AZ, CA, FL, ME, MN, NH, NJ, NY, RI; General Securities Representative; Investment Advisor Representative; Managed Futures;

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures
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