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Troy Cox

Troy Cox

Senior Vice President - Investments at Benjamin Edwards Inc.

IL , United States

About

Troy Cox is Senior Vice President – Investments at Benjamin F. Edwards & Co., based in O'Fallon, Illinois. In this role, he provides personalized investment strategies, manages client portfolios, and leads advisory initiatives focused on long-term wealth management for individuals and families. As a CERTIFIED FINANCIAL PLANNER™ professional, he is known for his expertise in comprehensive financial planning and retirement solutions, specializing in equities, fixed income securities, mutual funds, and income-generating investment vehicles.

With over 28 years of experience in the industry, Troy previously served as a Financial Consultant at A.G. Edwards & Sons/Wells Fargo Advisors and at Martin Wier Financial before joining Benjamin F. Edwards & Co. in 2012. His career is distinguished by a commitment to client-focused advisory services and building lasting relationships through tailored investment offerings.

Troy earned a Bachelor of Science in Finance from Southern Illinois University, Carbondale. He is recognized for helping clients reach their financial goals and for his contributions to the O'Fallon, IL financial community with a particular focus on retirement planning, asset allocation, and wealth preservation strategies.

Career History

OrganizationRoleDate RangeDetails
Benjamin F. Edwards & Co.Senior Vice President - InvestmentsJan 2012 to Present
I am a CERTIFIED FINANCIAL PLANNER™ professional; striving to provide sound advice and the best customer service possible. Please feel free to contact me to set up a complimentary review of your inves...
A.G. Edwards & Sons, Inc. / Wells Fargo AdvisorsFinancial ConsultantSep 2004 to Jan 2012
Martin Wier FinancialFinancial ConsultantJul 1996 to Sep 2004
Financial Planning and Individual and Small Business Tax Preparation

Education

Southern Illinois University, Carbondale

Bachelor of Science (B.S.), Finance, General

1990 1993

Belleville East

Skills & Expertise

Accounting
Education Savings Accounts
Retirement Planning
Portfolio Management
IRAs
Financial Modeling
529 College Savings Plans
Investments
Asset Allocation
Investment Advisory
Strategic Planning
Wealth Management
Mutual Funds
Uniform Combined State Law
403 b
Investment Strategies
Microsoft Excel
Financial Analysis
Management
401k Rollovers
Securities

Others at Benjamin Edwards Inc. (47)

NameRoleLocation
Adpa Theresa Clemmons
Adpa Theresa Clemmons
Branch Manager, Senior Vice President - InvestmentsChandler, AZ , United States
A
Allen Catalanotto
Senior Vice President-Investments and Branch ManagerMandeville, LA , United States
Anne McCarver
Anne McCarver
Senior Vice President- InvestmentsMiddletown, RI , United States
A
A Paul Olsen
Senior Vice President - Investments, Branch ManagerMadison, WI , United States
Bill Hornbarger
Bill Hornbarger
Chief Investment OfficerSt. Louis, MO , United States
Brent Wilhelm
Brent Wilhelm
Vice President - InvestmentsBelleville, IL , United States
Bridget Weatherly
Bridget Weatherly
Senior Vice President – Investments and Branch ManagerBiloxi, MS , United States
Chris McNew
Chris McNew
Senior Vice President - Investments, Branch ManagerHarrison, AR , United States
Cliff Laine
Cliff Laine
Vice President - InvestmentsPeoria, IL , United States
D
Dave Brumme
Vice President Investments and Financial ConsultantSpringfield, IL , United States
Showing 1-10 of 47 team members

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