Robert Cox, CFP^®

Robert Cox's analytical nature is an asset to his clients. Since joining Quest in 1994, Rob has specialized in assisting small business owners and physicians establish and maintain wealth. In addition, he uses his expertise to assist clients who are experiencing major life transitions, like marriage, career moves or the sale of a practice/business.

Regarded as a skilled professional on these topics, he is a frequent speaker and serves as a resource for the local and national media on topics ranging from succession planning for physicians and business owners to blending families and finances.

Rob is a graduate of the University of Oklahoma where he received a Bachelor of Business Administration degree in finance. He is a Registered Investment Advisor Agent with Quest and a Registered Representative with Raymond James Financial Services. Rob is also licensed through the Texas Department of Insurance to serve as an agent for life and disability insurance. Rob is an active member of the Financial Planning Association and Dallas Estate Planning Council.

At home, Robert and his wife, Tina, stay busy with their three children and pets. When he has a moment to himself, he enjoys watching Sooner football and playing his guitar.

CFP^® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.