Let's move forward. Together.

Cox Murman Wealth Management Group - Team Photo

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.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Warren Cox - Profile Photo

    Warren Cox

    Senior Vice President–Wealth Management

    Financial Advisor

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

    Industry Experience:

    • 34 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

      • Georgetown University, B.S.B.A.
      • Case Western Reserv, M.B.A.
        18500 Lake Road
        Suite 400
        Rocky River, OH 44116
      • William Murman - Profile Photo

        William Murman

        Senior Vice President–Wealth Management

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

        Industry Experience:

        • 29 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

          • Miami University, B.S. Finance
            18500 Lake Road
            Suite 400
            Rocky River, OH 44116
          • Jonathan Kesselman - Profile Photo

            Jonathan Kesselman

            Vice President–Wealth Management

            CERTIFIED FINANCIAL PLANNER™

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

            Industry Experience

            • 5 Years

            Prior Employment

            • UBS Financial Services, Inc. (Wealth Planning Analyst, Northeast Ohio Region)
            • Fowler Ditsch Law Firm (Attorney)

            Focus

            • Financial Planning
            • Investment Research
            • Liability Management
            • Estate Planning Considerations

            Personal

            • Estate Planning Council of Cleveland
            • Union Club of Cleveland: Emerging Leaders Committee

              • Boston University, B.S.B.A.
              • William Mitchell College of Law, J.D.
              • CERTIFIED FINANCIAL PLANNER™
              18500 Lake Road
              Suite 400
              Rocky River, OH 44116
            • Brandi Lynn Littlefield - Profile Photo

              Brandi Littlefield

              Client Associate

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              • OH

              Industry Experience:

              • 3 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

                The circular economy: What is it?

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

                Backed by the strength of UBS

                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

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