George Cox is a high-skilled expert, working in Cox Wealth Management as a Founder from 2010. This expert gained professional experience in more than nine positions at various companies. George Cox went to the Norwich University and was studying from 2003 to 2005. George Cox has these professional qualifications: Certified Financial Planner®, Certified Private Wealth Advisor®, and Certified Investment Management Analyst®. Spencer, Massachusetts is the city, where this person was lastly known to be settled. The person's phone and email are accessed through this website on demand.
Name variants:
Georgie Cox
Contact Information
Last Update
Jul 8, 2022
Email
ge**@cox-wealth.com, ge**@morganstanley.com, ge**@comcast.net
Location
Spencer, MA
Company
Cox Wealth Management
Workplace
Founder
Work History
Wealth Manager
We provide objective customized solutions to assist individuals, professionals and business owners in reaching their financial goals.
We offer a comprehensive line of products and services, ...
May 2009 — Mar 2010
Senior Vice President and Wealth Manager
1585 Broadway, New York, NY 10003
The Cox Shook Harsch Group at Morgan Stanley works with a
select group of successful families and businesses in the
Northwest and around the country. We seek to increase clients’
financi...
from Nov 2008
Financial Advisor
George Cox was a Financial Advisor in the Global Private Client Group of Merrill Lynch in Westborough Massachusetts. He has over 10 years experience in financial services. Joining Merrill Ly...
Nov 2007 — Jan 2009
Internet Recruitment Consultant
Establish and grow relationships with mid and high level executives by using a consultative sales approach to understand their recruiting needs and effectively offer solutions. Manage over ...
Dec 2006 — 2007
Registered Representative
Consult with teachers and municipal employees to support their retirement planning needs by educating them on current and supplemental retirement benefits utilizing pre-tax salary deductions...
Apr 2004 — Dec 2006
Financial Services Representative
Consulted with high net worth individuals and companies to assess their current financial condition, assess needs, and implement customized programs to meet their needs using various financi...
Sep 2001 — Apr 2004
Regional Sales Specialist
Sold annuities and mutual funds as an internal mutual funds wholesaler for a financial services organization. Made proactive sales calls to brokers to sell the benefits of company funds and ...
Jan 2001 — Jun 2001
Education
Occupations
Executive
Founder
Accountant
Finance and Accounting Specialist
Manager
Founding Member
Chief Executive
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Mutual Funds
Retirement
Portfolio Management
Insurance
Investment Strategies
Wealth Management
Management
Strategic Financial Planning
Investment Advisory
Securities
Financial Goals
Personal Finance
Employee Benefits
Cash Management
Certified Investment Management Analyst
Services
Philanthropy
Financial Services
Investment Management
FAQs about George Cox
What's the profession of George Cox?
This professional's job is Founder
What are the profession of George?
These person's professions are Executive and Founder
Where does George Cox live?
Spencer, Massachusetts is the place where George Cox lives
Does the expert have the email address?
ge**@cox-wealth.com and ge**@morganstanley.com is The professional's email address.
How many companies did George Cox work at?
The professional worked at nine jobs.
Does George Cox have personal website or blog?
This expert`s website is http://www.cox-wealth.com.
Where has George Cox studied?
George studied at the Norwich University from 2003 to 2005.
Are there any certifications, that George Cox has?
This professional received the following certifications: Certified Financial Planner®, Certified Private Wealth Advisor®, Certified Investment Management Analyst®, and Chartered Advisor In Philanthropy®.