Robert Cox Email & Phone Number
Partner and Private Wealth Advisor @ Continuum Wealth Partners
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Robert Cox Location
- Clearwater, FL, US
Robert Cox Work
- Partner and Private Wealth Advisor @ (January 2021 - Present)
- Wealth Management Advisor @ (January 1995 - Present)
Robert Cox Education
- The American College of Financial Services
AEP - Accredited Estate Planner (Estate Planning)
2012-2012 - The American College of Financial Services
ChFC (Chartered Financial Consultant)
2000-2005 - Strayer University
MBA (Finance and Financial Management Services)
1990-1992 - Strome College of Business
Bachelor of Science (B.S.) (MIS and Finance)
1987-1990 - Old Dominion University
Bachelor's degree (MIS and Finance)
Robert Cox Skills
- Retirement Planning
- Wealth Management
- Investments
- Financial Planning
- Insurance
- Finance
- Financial Stability
- Wealth Preservation Planning
- Contract Negotiation
- Customer Service
- Financial Advisory
- Financial Goals
- Income Protection
- Management
- Negotiation
- Public Speaking
- Asset Management
- Financial Analysis
- Marketing
- Marketing Strategy
- Networking
- Portfolio Management
- Retirement
- Risk Management
- Sales
- Social Media
- Strategic Financial Planning
- Team Building
- 401k
- Business Development
- Financial Risk
- Fixed Annuities
- Long-term Care
- Mutual Funds
- New Business Development
- Succession Planning
- Financial Services
Robert Cox Summary
- Robert Cox, based in Clearwater, FL, US, is currently a Partner and Private Wealth Advisor at Continuum Wealth Partners. Robert Cox brings experience from previous roles at Northwestern Mutual Financial Network. Robert Cox holds a 2012 - 2012 AEP - Accredited Estate Planner in Estate Planning @ The American College of Financial Services. With a robust skill set that includes Retirement Planning, Wealth Management, Investments, Financial Planning, Insurance and more. Robert Cox has 3 emails and 4 mobile phone numbers on RocketReach.
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Top Continuum Wealth Partners Employees
Matt Walsh
Partner and Private Wealth Advisor
Florida, United States
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Clearwater, FL, US
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Florida, United States
Emily Thompson
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