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Kevin Cox

Advisor at Merrill

Updated today

Location

Cambridge Springs, PA

Credentials

Series 63, Series 66

Industry experience

21 years

About

Kevin Cox is a financial advisor with Merrill in Cambridge Springs, PA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Merrill since 2013 and concurrently with Bank of America, N.A. since 2014. Outside his advisory role, Cox serves as president of the Steel City Alumni Association, a fraternity alumni charitable organization, and holds board memberships with the Northwestern Rural Electrical Cooperative Association and the Meadville Fair Innovations nonprofit. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage execution through a range of program strategies and an extensive selection of manager-constructed offerings. The firm’s integration with Bank of America affiliates supports its trading, lending, and capital-markets activities.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Based on Merrill

Tax-loss harvesting Active portfolio management

Occupation focus

Based on Merrill

Executive Founder/Business Owner

Demographic focus

Based on Merrill

Mid-Career Professionals HENRY (High Earners, Not Rich Yet)

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Fee options

Percentage

$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)

Other

Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated

Location

Cambridge Springs, PA

Most active in

California · Pennsylvania · Texas

Work history

Bank Of America, N.a.

2014 - Present (12 years)

Merrill

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Matt S

CFP®, RICP®

Meadville, PA

Brookhouse Advisors

At Brookhouse Advisors we incorporate biblically based financial principles to give financial guidance and cultivate a stewardship mindset. We offer services to families and individuals, businesses and non-profits, and those looking to do advanced philanthropic giving. We specialize in faith based asset management and utilize investments specifically aligned with Christian values. On a personal note, I am an avid golfer and outdoorsman. In 2016 my brother and I completed a thru-hike of the Pacific Crest Trail and frequently hike in our current “neck of the woods”. I spend much of my free time traveling with friends whom I met on my two semesters studying abroad in Germany and Hong Kong. I am a regular member of Saegertown United Methodist Church and serve on the Financial Advisory Committee.

Charitable giving & philanthropy ESG / Sustainable investing Christian Faith Based
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Gregory B

Series 66

Cambridge Springs, PA

Success Wealth Management LLC

Gregory Brawn is a financial advisor at Success Wealth Management LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Success Wealth Management and Success Financial Solutions since 2019, following a decade at Waddell & Reed, Inc. and various insurance carriers. He is also active as a licensed insurance agent through Success Financial Solutions, dedicating a significant portion of his time to insurance sales. Success Wealth Management provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm applies a goal-based, Modern Portfolio Theory approach and offers ongoing portfolio management, financial plans, and consultation services.

Wealth management
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Zachary H

Series 66

Ednboro, PA

Secure Asset Management, L.L.C.

Zachary Honess is a financial advisor with Secure Asset Management, L.L.C. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Hancock Capital Management, Inc., Cadaret Grant, and Paceline Financial. Secure Asset Management primarily serves individual clients, including both non‑high-net-worth and high-net-worth households, providing personalized financial planning and discretionary investment management alongside pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis within discretionary strategies and frequently utilizes third-party money managers and trading signals.

Income planning Options & derivatives strategies
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Gregory K

Series 63

Edinboro, PA

Stifel Independent Advisors, LLC

Gregory Keil is a financial advisor with Stifel Independent Advisors, LLC, holding a Series 63 designation and 24 years of industry experience. Prior to joining Stifel in 2022, he worked at Ameriprise Financial Services, Inc. and CUSO Financial Services, LP. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes proprietary capital market assumptions and probabilistic modeling to develop tailored asset allocation recommendations through a collaborative planning process.

General retirement planning Income planning Wealth management
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Allison R

Series 66

Edinboro, PA

Stifel Independent Advisors, LLC

Allison Rebich is a financial advisor at Stifel Independent Advisors, LLC with two years of industry experience. She holds the Series 66 designation and has held roles at PNC, Grub Hub, First National Bank, and her own firm, Rebich Investments. Prior to entering financial services, she worked in education at Westminster College and Mercyhurst Preparatory School. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm’s approach combines client collaboration with proprietary capital market modeling to create tailored asset allocation recommendations.

General retirement planning Income planning Wealth management
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Zane W

Series 66

Edinboro, PA

Stifel Independent Advisors, LLC

Zane Wright is a financial advisor at Stifel Independent Advisors, LLC with one year of industry experience. He holds the Series 66 designation and has worked in various roles including positions at Snowbelt Beverages and Engine House 39. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services tailored to client needs through a collaborative planning process and proprietary investment modeling.

General retirement planning Income planning Wealth management
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