Robert Cox, CFP®
Robert Cox’s analytical nature is an asset to his clients. With more than twelve years of experience, Rob specializes in assisting small business owners and physicians establish and maintain wealth. In addition, he uses his expertise to assist clients who are experiencing major life transitions, like marriage, career moves, or the sale of a practice/business.
Regarded as a skilled professional on these topics, he is a frequent speaker and serves as a resource for the local and national media on topics ranging from succession planning for physicians and business owners to blending families and finances. He continues to be named to D Magazine’s list of “The Best Financial Advisors in Dallas."
Rob is a graduate of the University of Oklahoma where he received a Bachelor of Business Administration degree in Finance. He is a Registered Investment Advisor Agent with Quest and a Registered Representative with Raymond James Financial Services. Rob is also licensed through the Texas Department of Insurance to serve as an agent for life and disability insurance. Rob is an active member of the Financial Planning Association and Dallas Estate Planning Council.
Regarded as a skilled professional on these topics, he is a frequent speaker and serves as a resource for the local and national media on topics ranging from succession planning for physicians and business owners to blending families and finances. He continues to be named to D Magazine’s list of “The Best Financial Advisors in Dallas."
Rob is a graduate of the University of Oklahoma where he received a Bachelor of Business Administration degree in Finance. He is a Registered Investment Advisor Agent with Quest and a Registered Representative with Raymond James Financial Services. Rob is also licensed through the Texas Department of Insurance to serve as an agent for life and disability insurance. Rob is an active member of the Financial Planning Association and Dallas Estate Planning Council.