With 16 years of experience as a financial advisor at Edward Jones, I help oversee the financial affairs of families and business executives in the Austin area and around the country. It is important to me to invest my time in understanding what is important to you. We'll use an established process to build personalized strategies to help you reach your goals, and will partner together throughout your life to help keep you on track.
I attended Texas A&M University, graduating in 1999 with a bachelor's degree in business, and began my Edward Jones career in 2005 as a financial advisor in Lago Vista, TX. In addition, I earned my AAMS® professional designation in 2008, and was named a limited partner with Edward Jones in 2011. Over the years, I have had the opportunity to serve in multiple roles within several regions, including mentor, field trainer, recruiting leader, performance leader and more recently, a regional leader.
My wife, Lana, and I have two children, Brynlea and Brysen. I am originally from Marble Falls, TX, but now make my home in Lago Vista, TX. I have been active in business and civic affairs in Lago Vista and Jonestown for many years. Along with serving as the vice president for the Point Venture Lions Club, I have served on the board of the Lago Vista and Jonestown Chamber of Commerce and continue to be an active member. I am also an active volunteer with the Sunshine Kids organization.
My talented branch office administrators, Dee Dee Darby, who has over 16 years of experience, and Taylor Webb, are dedicated to providing you with the highest level of service possible. Please don't hesitate to call on them with questions concerning your needs.
We provide a highly personalized service, and all aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Insurance & Annuities
- Wealth Strategies
My Personal Interests
- Spending Time with Family
Office Address20624 Fm 1431 Ste 6
Lago Vista, TX 78645
Phone NumberTrey Cox at (512) 267-0646
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