Experience

Makes all the difference

Warren Cox

Senior Vice President–Wealth Management

Financial Advisor

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

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

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

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William Murman

Senior Vice President–Wealth Management

Financial Advisor

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

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

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Miami University, B.S. Finance
18500 Lake Road
Suite 400
Rocky River, OH 44116

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Brandi Littlefield

Client Associate

Industry Experience:

8 Years
Prior Employment:

Talmer Bank & Trust (Private Client Services)


Focus:

Banking and Lending Services
Money Transfers
Admin Services

Registered States:
  • OH

Education

  • Kent State University, B.S.B.A
18500 Lake Road
Suite 400
Rocky River, OH 44116

Email Me