Roger Cox
Finance Professional partnering with you to develop the right plan to help fulfill your dreams.
- Role
- Financial Advisor at Edward Jones
- Location
- Louisville, KY, US
- LinkedIn followers
- 500 followers
About Roger Cox
My wife and I have been a part of the Louisville community for over 30 years. We have raised our three children here and enjoy spending time with them, visiting friends and college sports. We love the greater Louisville area, the community, food and fantastic people.Over my career in finance and technology, I enjoyed creating a strategy and helping execute it. Educating others about their opportunities and the tools available to them had become a passion. I provide my clients with a detailed analysis of where they are on the path to wealth and the steps they should consider next.Personal finance can be a source of stress for many of us. The path to financial achievement is made up of unclear choices that can be fogged with emotion and subjective thinking. I come alongside my clients to provide an objective viewpoint and counsel that helps the most appropriate option become clear.As your financial advisor, I want to understand your needs, goals and dreams to partner with you for years to instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Aug 2019 — Present · Louisville, KY, US
Provide advice, access and strategies to my clients. Strategies to help achieve retirement dreams, savings goals, and their best financial life. Access to products and services from competing companies to provide ultimate selection, and finally to offer constructive advice around methods and opportunities or help seek from a broad solutions network.
Education
Bellarmine University
Master of Technology - MTech
2001 — 2003
University of Louisville
Bachelor of Business Administration - BBA
2001
Bellarmine University
Master's of Science, Appied Information Technology, Information Technology
2001 — 2003
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