Robert Cox, CFP®, CDFA®
Robert joined Quest in 1994 and was named partner in 2012. His clients rely on his problem solving skills and ability to understand the big picture. He has particular expertise in asset allocation and construction, estate planning issues, generation planning and trust design. Rob guides his clients through the planning process and stresses the importance of committing and following through with their investment objectives.
Rob represents a cross generation of clients often as they are in transition, from Generation X to Baby Boomers. His client base includes executives, business owners and professionals from a broad range of industries. Rob received his Certified Divorce Financial Analyst (CDFA®) designation and works closely with the other Quest wealth advisors to help men and women who are “suddenly single.”
Professional and Community Commitment
- Member, Financial Planning Association - DFW Chapter
- Board of Governors, Dallas Estate Planning Council
- Member, PIMCO Independent FA Advisory Council
Honors and Rankings
- D Magazine, Top Wealth Managers: 2017*
Education and Professional Credentials
- Bachelors of Business Administration in finance, University of Oklahoma
- Certified Financial Planner™ professional
- Certified Divorce Financial Analyst®
- Agent for Life and Disability, Texas Department of Insurance
Out of the Office
Robert and his wife, Tina, stay busy with their three children and pets. He enjoys watching Sooner football, playing his guitar and most types of music.
Meet Rob’s Team
* D Magazine, Top Wealth Managers: 2017: We asked every wealth management firm and team in Dallas-Fort Worth Chapter of Financial Planning Association®, Chartered Financial Analyst Association®, and the Investment Management Consultants Association® to tell us about their practice. The final list was selected based on these criteria: top firms or teams must have total assets under management for individual clients of at least $50 million; average assets under management per client of at least $750,000; a 93 percent client retention rate over the last two years; no current disciplinary action; and been in existence for at least five years. They must hold themselves out as a fiduciary for their clients and provide them with the required DOL fiduciary disclosure. A panel of esteemed local wealth managers reviewed the final list. Neither the firms nor their employees pay a fee to D Magazine in exchange for inclusion in the Top Wealth Managers list. Inclusion on the list is no guarantee as to future investment success and may not be representative of individual clients’ experience. Out of the 50 that applied, 25 firms and teams were selected. Raymond James is not affiliated with D Magazine. The inclusion of the financial advisor on the list should not be construed as an endorsement of the financial advisory practice by D Magazine. Neither Raymond James nor any of its’ Financial Advisors pay a fee in exchange for this award/rating. Out of the 50 that applied, 25 firms and teams were selected.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.