James Cox is a financial advisor with Park Avenue Securities. He focuses on wealth and risk management for clients of the firm. At the core of his practice is Socially Responsible Investing and Divestment from Fossil Fuels. He has served on the board of several organizations. James joined PAS and Guardian in January of 2012. He has a BA in History and Political Science from St Mary’s College of Maryland, as well as 20+ years’ experience in the financial services industry.
Many of Mr. Cox’s clients are entrepreneurs and business owners. His practice helps individuals manage risk within their finances, even as they are striving toward creating successful companies.
In addition, Mr. Cox is also extremely familiar with the challenges faced by special needs families, such as those with children who have Autism Spectrum Disorder (ASD). Working with such families he focuses on ensuring that their financial house is structured and fortified to withstand the financial challenges that ASD poses. According to Mr. Cox, “It is critical to look at long term planning on multiple levels. As a result there is much less room for error. Proper planning is key.”
In addition to his work in the financial world, Mr. Cox also focuses on building dialogues around the issues of Climate Change and Human Trafficking. Both issues pose risks to business enterprises, as well as investors. Mr. Cox states, “The world is changing before our very eyes. We must be prepared to adapt.”
His firm, Park Avenue Securities, is a broker dealer of The Guardian Life Insurance Company of America®. PAS was founded on the principles of integrity, financial skill and commitment to uncompromising client service. We help our clients achieve optimal financial balance by addressing the underlying risk in their current financial plans. PAS has brought together specialists from leading regional firms to address the unique needs of our clientele.
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Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 11350 McCormick Road, Executive Plaza III, Suite 202, Hunt Valley, MD 21031, (667) 318-0801. Securities products and advisory services offered through PAS, member FINRA, SIPC. PAS is a wholly owned subsidiary of Guardian.
Material discussed is meant for general informational purposes only and is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice.
This material contains the current opinions of the presenter but not necessarily those of Guardian or its subsidiaries and such opinions are subject to change without notice.
2022-138531 Exp 5/24