With over 15 years of experience in the financial services industry, Terry Cox advises and educates clients on a broad range of financial planning and investment strategies. As Terry puts it, “My main objective is to help my clients create, keep, and transfer wealth. I achieve this by listening to each client as they tell me about their hopes and dreams for their lives. From there, I will design a plan that will help them reach their goals.
With regular contact, meetings and reviews, I can assure clients that I am here to help manage their portfolios and advise them as to whether their investments remain suitable for their goals as well as market conditions. We continue to update everything through the years as their personal circumstances change, new legislation passes and the economy presents new challenges. In short, I am here to help my clients live a ‘life well planned.’”
Holding his Series 7, Series 66 and Series 9/10 securities registrations as well as being a designated AAMS®, Accredited Asset Management Specialist and WMS, Wealth Management Specialist, Terry Cox began his career as a financial advisor with Edward Jones in 2007 where he worked for eight years. In 2016, he moved to Raymond James & Associates, continuing on to their R.J. Financial Services. Staying with the Raymond James firm, he is now a Registered Investment Advisor doing business through Capital Wealth Alliance, LLC, under TDC Financial, LLC, which he founded on July 1, 2020.
Terry is a huge baseball fan and enjoys golfing. A former singer/songwriter and acoustic guitar player, he is also passionate about music. A proud husband, stepfather, father-in-law and grandfather, Terry’s wife, Teresa Russo-Cox, has a son named Luke who is married to his own beautiful wife, Andria. The couple has two children, and Terry and Teresa spend most of their free time at family gatherings and with their grandchildren.