Scott Cox
Advisor at Merrill
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Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Scott Cox is a Senior Financial Advisor based in Princeton, NJ, and serves as the business manager for the Barry Team at Merrill Lynch Wealth Management. He joined the Barry Team in 2008, bringing with him a decade of experience from Merrill’s Retirement Services group. Scott’s expertise includes servicing 401(k), pension, and stock option plans, providing a focused perspective on retirement and equity compensation strategies.
Scott holds a Bachelor's degree and an MBA in Finance from Rutgers University, where he graduated cum laude. He holds the professional designations of Certified Equity Professional (CEP) and Personal Investment Advisor (PIA). Fluent in English and Spanish, Scott works with a variety of clients, including senior corporate executives, founders, business owners, and entrepreneurs across the United States.
Residing in Whitehouse Station, NJ, Scott lives with his wife, Rishita, and their two daughters, Jiyana and Anaya. Outside of his professional role, he enjoys exercising, traveling, learning about different cultures, and is a fan of the New York Giants, Rangers, and Yankees.
Bank Of America N.A.
2014 - Present (12 years)
Merrill lynch, pierce, Fenner & Smith incorporated
2006 - Present (20 years)
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