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James Cox

James Cox

Wealth Advisor

James Cox is a Wealth Advisor with significant experience honed during his five years in the financial services industry. Most recently, James has successfully provided wealth management counseling with a focus on retirement planning, tax planning strategies, and estate planning during his time with The Ayco Company, a Goldman Sachs Company.

James earned his MBA from SUNY Albany and a Bachelor of Science in Management from Syracuse University with a concentration in Finance and Marketing. James currently holds his Series 7 and Series 66 licenses.

James and his wife Julie are active members of the Saratoga Springs community. They have three sons, Jackson, Declan, and Beckett.