Let's move forward. Together.

Three generations in the front yard

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Mountaintop

  • cox

    Warren Cox

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • ID
    • IL
    • IN
    • MA
    • MD
    • MI
    • NC
    • NE
    • NH
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TX
    • VA
    • VT
    • WA
    • WI

    Industry Experience:

    38 Years
    Prior Employment:

    McDonald Investments
    Prescott Ball & Turben
    PricewaterhouseCoopers
    Focus:

    Wealth Management
    Investment Planning
    Corporate Retirement Plans
    Taxable Fixed Income
    Personal:

    Past Board Member:

    St. Mary's Seminary Cleveland
    Jennings Center for Older Adults
    St. Malachi Center
    Rocky River Chamber of Commerce

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Georgetown University, B.S.B.A.
    • Case Western Reserv, M.B.A.
      18500 Lake Road
      Suite 400
      Rocky River, OH 44116
      warren.cox@ubs.com
      Warren Cox
      18500 Lake Road,Rocky River,OH,44116
    • william

      William Murman

      Senior Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • AZ
      • CA
      • CO
      • DC
      • FL
      • GA
      • IL
      • IN
      • LA
      • MA
      • MD
      • MI
      • NC
      • NH
      • NJ
      • NV
      • NY
      • OH
      • OR
      • PA
      • SC
      • TX
      • VA
      • VT
      • WA
      • WI

      Industry Experience:

      33 Years
      Prior Employment:

      RBC Wealth Management
      McDonald Investments
      PricewaterhouseCoopers
      Focus:

      Wealth Management
      Asset Allocation
      Insurance, Annuities
      Tax-free Fixed Income
      Personal:

      Board Member, Collaborative to End Human Trafficking
      Board Member, Magnificat High School
      Former Chair, Diabetes Partnership

      • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • Miami University, B.S. Finance
        18500 Lake Road
        Suite 400
        Rocky River, OH 44116
        william.murman@ubs.com
        William Murman
        18500 Lake Road,Rocky River,OH,44116
      • brandi

        Brandi Littlefield

        Client Associate

        • image
        • image
        • OH

        Industry Experience:

        8 Years
        Prior Employment:

        Talmer Bank & Trust (Private Client Services)


        Focus:

        Banking and Lending Services
        Money Transfers
        Admin Services

          • Kent State University, B.S.B.A
            18500 Lake Road
            Suite 400
            Rocky River, OH 44116
            brandi.littlefield@ubs.com
            Brandi Littlefield
            18500 Lake Road,Rocky River,OH,44116

          Why does A.I. in space matter?

          Outlook on interest rates

          Tree

          UBS and Credit Suisse—stronger than ever

          Global Wealth Report 2024

          Crafted wealth intelligence

          Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

          Gain additional insights into the trends shaping wealth in the US and around the world.

          Download the report

          A leader in wealth management

          Backed by the strength of our parent company, UBS AG

          $5.8+ trn

          UBS Group invested assets
          As of 03/31/2024

          51 countries

          Our global footprint

          Global leader

          UBS is a leading and truly global wealth manager

          Insights