Financial Advisor, Merrill Lynch

The Cox/Huffman Group

Global Wealth Management

CORPORATE CENTER PASADENA
225 SOUTH LAKE AVE
Suite 100
PASADENA, CA 91101

Phone: (626) 356-2086
Email:

Directions to Branch

PROFESSIONAL STAFF

(626) 356-2031Wealth Management Advisor
(626) 356-2086Wealth Management Advisor
(626) 356-2092Registered Client Associate

PROFESSIONAL PROFILE

The Cox Huffman Group assists families, small businesses, and non-profit organizations to accumulate and preserve wealth, while also addressing income and cash flow needs. The Group is dedicated to a disciplined investment process and outstanding client service.

Phil Huffman (Financial Analysis) is responsible for developing custom investment strategies based on the client’s unique goals with careful consideration of potential returns and risks. Phil is a CERTIFIED FINANCIAL PLANNER™ certificant, a CHARTERED RETIREMENT PLANNING COUNSELORSM designee and a 20 year veteran of Merrill Lynch where he serves as Vice President and Wealth Management Advisor.

Craig Cox (Portfolio Management) is responsible for overseeing approximately $300 million in assets for clients as part of the Cox Huffman Group. His primary responsibilities are portfolio construction, rebalancing and risk management. Investment discipline is based on goal driven asset allocation to determine appropriate risk/return expectations and periodic rebalancing. Craig is a CERTIFIED FINANCIAL PLANNER™ certificant and a 23 year veteran of Merrill Lynch where he serves as Vice President and Wealth Management Advisor.

Annette Coo (Administration) is responsible for handling all administrative needs. Annette has been with Merrill Lynch for over 12 years and has trained Client Associates and served on an advisory council to management.

CLIENT COMMITMENT

Our most deeply held principle at Merrill Lynch is that clients come first, and our team is proud to be part of that tradition. To help you meet your financial objectives and build your wealth, we first listen to your personal goals, and then offer effective approaches to achieve them. At Merrill Lynch, we have unparalleled resources that include planning expertise, investment strategies and state-of-the-art technology designed to streamline any financial picture. Let us put them to work for you.

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Craig Cox is registered to do business in: AZ, CA, CO, DC, FL, HI, IA, ID, IL, KY, MN, MO, NC, NV, OH, OR, SC, TX, VA, VT, WA, WI

Phillips Huffman is registered to do business in: AZ, CA, CO, DC, FL, HI, IA, ID, IL, KY, MN, MO, NC, NV, OH, OR, SC, TX, VA, VT, WA, WI

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Client Commitment

 

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