President - Coastal Bay Wealth Management; CFP, RJFS @ Raymond James
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Michael Cox Location
New Port Richey, FL, US
Michael Cox Work
2021 -
now President - Coastal Bay Wealth Management; CFP, RJFS @
2012 -
2021 Vice President - Investments @
1996 -
2012 Associate Vice President @
2006 -
2010 County Commissioner @
1991 -
1993 Mayor @
1987 -
1991 City Council Member @
Michael Cox Education
University of South Florida
Certified Financial Planning (Financial Planning and Services)
2002
-
2004
Pinellas Technical College 1983
-
1985
Michael Cox Skills
Retirement Planning
Wealth Preservation Planning
Mutual Funds
Investments
Retirement
Securities
401k
Financial Advisory
Asset Allocation
Financial Risk
Alternative Investments
401k Rollovers
Retirement Plan Consulting
Investment Strategies
Wealth Management
401K Planning
Government
Assistant Director
Retirement Plan
Michael Cox Summary
Michael Cox, based in New Port Richey, FL, US, is currently a President - Coastal Bay Wealth Management; CFP, RJFS at Raymond James. Michael Cox brings experience from previous roles at Wells Fargo Advisors, Morgan Stanley, Pasco County Government and City of Port Richey. Michael Cox holds a 2002 - 2004 Certified Financial Planning in Financial Planning and Services @ University of South Florida. With a robust skill set that includes Retirement Planning, Wealth Preservation Planning, Mutual Funds, Investments, Retirement and more. Michael Cox has 2 emails and 1 mobile phone numbers on RocketReach.
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