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

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    • 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, 2023The 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
    • william

      William Murman

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • DC
      • FL
      • GA
      • ID
      • IL
      • IN
      • LA
      • MA
      • MD
      • MI
      • NC
      • NH
      • 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, 2023The 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
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        Brandi Littlefield

        Client Associate

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        • 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

          Focus on liquidity management

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          Tree

          UBS and Credit Suisse—stronger than ever

          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

          $3.9 trillion

          In invested assets globally 
          As of 12/31/2022

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager