Trey Cox, Financial Advisor

FINANCIAL ADVISOR
Trey Cox

ChFC®, CEPA®, AAMS™
6400 Lohmans Ford Rd, Lago Vista, TX 78645opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Insurance & Annuities
  • Wealth Strategies

Financial Advisor Certifications

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Cooking
  • Fishing
  • Hunting
  • ATVs

Team Members

  • Taylor Smith
    Registered Branch Associate
  • Dee Dee Darby
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(512) 267-0646

Fax

(877) 654-1451

Office Address

6400 Lohmans Ford Rd
Lago Vista, TX 78645opens in a new window

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