George Cox is a Financial Advisor in the Global Private Client Group of Merrill Lynch in Westborough Massachusetts. He has over 10 years experience in financial services. Joining Merrill Lynch in 2007, George focuses on mitigating his clients' risks in financial markets through customized solutions.
Understanding the specific situations and goals of the clients he works with, George endeavors to establish deep and valued relationships. He works with senior-level executives, business owners and corporations.
George provides clients with financial and investment strategies; cash management; transitional services; the construction, management and reporting of customized investment portfolios; wealth preservation and transfer; estate strategies and concentrated stock strategies.
George graduated from Norwich University, where he received a Bachelor of Science degree in Economics and a Master's degree in Business Administration. He was also a three sport athlete in soccer, baseball and ice hockey.
His volunteer activities include board of director memberships of Norwich University Alumni Association, Worcester Community Housing Resources and the YMCA of Greater Worcester. He resides in Spencer, Massachusetts with his wife Saara and their two children Jordan and Delaney.
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Worcester Community Housing Resources Inc
