Matthews, NC Office

Zachary Cox is a financial advisor with Lombard Advisers Incorporated and holds a Series 66 designation. He has less than one year of industry experience and has previously worked at FD Transaction Advisory, CohnReznick, Benchmark International, and held various roles at the University of Alabama. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary portfolio management, utilizing methods such as fundamental, technical, charting, and cyclical analysis, and manages approximately $670 million in assets.

Michael Cox is a financial advisor with Lombard Advisers Incorporated in Matthews, NC, holding Series 63, Series 65, and Series 66 licenses and bringing 41 years of industry experience. He has been with Lombard Securities Incorporated since 2007. In addition to his advisory role, he has started insurance sales for life and health in North Carolina. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers a range of discretionary and non-discretionary programs, employing various analytical approaches to portfolio construction and management, with a significant portion of assets managed on a non-discretionary basis.