Professional

As a Wealth Management Advisor with the Northwestern Mutual Wealth Management Company, I understand complex financial issues, and how they can affect your life goals -- whether you are working to achieve current financial success, or protect and preserve assets over the long term.

I work closely with all my clients to help them gain a clear understanding of investment goals and identify a solution to meet their needs. Together, we create a comprehensive plan designed to achieve their goals, while providing the personal attention needed to help protect their future.  I address specific needs of my clients in the following areas:

  • Retirement income planning

  • Asset or income protection strategies

  • Managing the impact of taxes in an overall financial plan

  • Help review investments to align with personal goals and individual risk tolerances

  • Legacy and estate planning

  • Defensive planning including Life and Disability and Long Term Care

The Northwestern Mutual Wealth Management Company offers high quality investment, insurance, and wealth management programs and services for families, business owners, professionals, and high net worth clients. The company's mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security.

 

With over 21 years of experience in the business, I've earned the following designations and certifications:

ChFC® -Chartered Financial Consultant

AEP®- Accredited Estate Planner

CASL®- Chartered Advisor for Senior Living

RICP®- Retirement Income Certified Professional

Holders of the CASL® designation have completed five in-depth courses with comprehensive exams covering such subjects as retirement planning, social gerontology, health and long-term care financing, investments and estate planning.

Awards  

  • Teague Financial Group, Tampa: Network Office Financial Advisor of the Year for 2000, 2001, 2002, 2006, 2007, 2008, 2009, 2011
  • Teague Financial Group, Tampa: Network Office MVP 2009 and 2010

Association and Memberships 

  • Member of National Association of Insurance and Financial Advisors
  • Member of National Association of Industrial and Office Properties, NAIOP
  • Member of Associated Builders and Contractors
  • Member of North Suncoast Estate Planning Council
  • Member of Westin Innisbrook Golf Resort
  • Past President of Network Professionals, Inc.
  • Hospice Foundation of the Florida Suncoast-Advisory Board
  • The Shepherd Center-Board of Directors, V.P.
  • Morton Plant/Mease Hospital Financial Planning Council

I believe in giving back to the community whenever possible and volunteer with the following nonprofit organizations:

C Robert Cox, MBA, Ph.D., ChFC®, RICP®, AEP®
Wealth Management Advisor


Cox Financial Group

  • Office 727-725-7100
  • Fax 727-683-9885
  • Mobile 727-420-6358
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck