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.
- Financial Planning
- Fixed Income
- Qualified Plans
- Qualified Retirement Plans
- 401(k) Rollovers
- Alternative Investments
- Life Insurance
- Wealth Management
- Certificates of Deposit
- Retirement Planning
- Exchange Traded Funds
- Insurance Services
- Asset Management
- Planning for Special Needs Individuals
- 529 Plans
- Education Planning
- Estate Planning
- Municipal Bonds
- Trust Services and Accounting
- BBA Finance
- MBA Finance
University of Florida
- United Way Volunteer of the Year 2010
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;
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
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.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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