Kristopher Cox
Advisor at Merrill
Updated today
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.
About
Kristopher Cox is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1999, following two years of experience in the financial services industry. Kris served as the Senior Resident Director for sixteen years, overseeing the Lafayette region for Merrill.
He holds a Bachelor of Science degree in Finance with a minor in Accounting from the University of Louisiana at Lafayette. Kris has earned several professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He focuses on guiding clients through wealth management planning and investment allocation, providing customized strategies to clarify and quantify their financial goals. His client focus areas include divorce transition planning, employee benefits planning, family wealth management, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income.
Kris enjoys spending time with his family and is involved in various local charity and social organizations.
Expertise
Wealth management
Retirement income strategy
General retirement planning
Retirement withdrawal strategies
Work history
Bank Of America,Na
2009 - Present (17 years)
MERRILL LYNCH
2000 - Present (26 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Joshua T
ChFC®, Series 66
Lafayette, LA
Edward Jones
Roy H
CFP®, Series 66
Youngsville, LA
Edward Jones
Todd N
CFP®, Series 66
Lafayette, LA
Edward Jones
Lois M
CFP®, Series 66
Youngsville, LA
Edward Jones
Marcus W
CFP®, Series 66
Broussard, LA
Edward Jones
Marc M
Series 66
Youngsville, LA
Edward Jones
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