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

    Warren Cox advises individuals and families, often extending relationships as far as the third generation. His unwavering goal is to offer comprehensive, professional advice that always prioritizes the client’s best interests.

     

    Warren earned a BSBA in Accounting from Georgetown University and an MBA from Case Western Reserve University. He began his career over 40 years ago in the Tax Group of Price Waterhouse Coopers in Cleveland. His interest in tax planning through investments prompted him to accept an offer from a regional investment firm in their financial planning group.

     

    Recognizing the many benefits of forming a team approach, Warren co- founded the Cox / Murman Wealth Management Group in 2011 with friend and colleague Bill Murman. The team was further strengthened by the addition of Brandi Littlefield and Sean Stamper, who add their individual expertise and collaborative approach. Together, they continue to provide clients with comprehensive and personalized advice.

     

    A lifelong resident of Northeast Ohio, Warren has lived in Lakewood and Rocky River since moving to Cleveland in 1976. His two grown children live in Nashville, TN and Rocky River, OH. Warren has served on several boards including the St. Malachi Center, Rocky River Chamber of Commerce,  St. Mary Seminary, and Jennings Center for Older Adults. Working with these groups has strengthened in Warren the importance of giving back to the community. Most recently, this commitment has driven him to volunteer at “The Turn” in North Olmsted, a non-profit “working to transform the lives of people with physical disabilities”.

    • 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
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      William Murman

      Senior Vice President–Wealth Management

      Financial Advisor

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      • 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

      Bill Murman is dedicated to helping individuals and families faced with the challenges of wealth live comfortably, create meaningful legacies, and find peace of mind. He accomplishes this by selecting the appropriate investments and developing a comprehensive financial plan.

       

      A 35-plus-year veteran of financial services, Bill earned a BA from Miami University (OH) with a focus in Finance.  He began his career at Price Waterhouse Coopers, where he developed a strong background in accounting and passed the CPA exam in 1991. In 2011, Bill and Warren Cox formed the Cox / Murman Wealth Management Group. Together, with their colleagues Sean and Brandi, they utilize their shared expertise to deeply serve investors, business owners, and families. The Cox / Murman Team is recognized as a “Best-in-State Wealth Management Teams 2024.”

       

      Bill resides in Rocky River with his wife Mary Kay Cabot who is a sportswriter for The Plain Dealer covering the Cleveland Browns NFL Team. They have three grown children who have ventured out into New York City, Cleveland, and Quebec City. Bill has served on the boards of Magnificat High School, the Diabetes Partnership of Cleveland, and currently on the Board of Collaborate to End Human Trafficking. Being part of these organizations has strengthened in him the importance of being dedicated, positive, and goal oriented. Bill’s hobbies include both swimming and golf…though depending on how he’s playing that day, swimming sometimes comes in handy! 

      • 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
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        Sean Stamper

        Senior Wealth Strategy Associate

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        • OH

              18500 Lake Road
              Suite 400
              Rocky River, OH 44116
              sean.stamper@ubs.com
              Sean Stamper
              18500 Lake Road,Rocky River,OH,44116
            • brandi

              Brandi Littlefield

              Client Associate

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              • OH

              Brandi Littlefield collaborates with clients and advisors to simplify the complexities of financial planning, ensuring timely and efficient delivery of necessary information and services.

               

              A 10-year veteran of financial services, Brandi has been an integral part of the Cox/Murman Wealth Management team since 2017.  She earned a Bachelor of Business Administration degree from Kent State University and is FINRA Series 7 (General Securities Representative) licensed.  Prior to joining UBS, Brandi honed her skills in Private Client Services at a local bank.

               

              Brandi resides in North Ridgeville with her husband, Brandon, and feline children, Little Cat, Brutus, and Scarlet.  In her free time, Brandi enjoys solving for the next best thing, like trying new recipes in the kitchen. She loves spending time with friends, family, and especially enjoys watching her nieces & nephews participate in their extracurricular activities.  Along with being a proud Kent State alumna, she is an enthusiastic fan of Ohio State Football. O-H!

                • 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
                Three generations in apple orchard

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                UBS Year Ahead 2025

                Roaring 20s: The next stage

                Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                Read the report

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