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Renee' Cox

Renee' Cox

Chief Financial Officer

Renee Cox, The CFO of Cox Wealth Management, is a key figure in the firm but she is best known as Richard’s wife. Her role is to ensure that Richard can channel his utmost care and dedication toward serving the firm’s clients, by taking care of the intricate details of his life. You’ll often find her in the back office keeping the books and records for the firm. Renee is not just a behind the scenes operator; she’s also a skillful problem solver and a valuable resource for operational inquiries, contributing significantly to the delivery of exceptional client service.

Professionally, Renee’ holds a degree in Business Administration/Accounting and brings with her a wealth of experience. She is currently the President of Legacy Trust Administration Services, Inc. where she oversees the trust and estate accounting needs of her clients. Prior to her role at Cox Wealth Management, she spent 15 years in management at a major manufacturing company, honing her skills and expertise.

Since 1993, her career has been intertwined with the success of Cox Wealth Management, where she has played an important role in making it a hub for exceptional financial services. She is passionate about her faith in Jesus as well as her wonderful family and her love for ballroom dancing.

While Renee may not be the go-to person for a singing performance, she has an infectious sense of humor and will greet you with a warm smile. She is an unsung hero working behind the scenes ensuring that every detail is attended to, and every client is well cared for.