A legacy for generations

What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.

Helix bridge

Graham M. Cox, AAMS

Account Vice President

Financial Advisor

I focus on family wealth planning and the ability to leave a legacy by bringing our teams talents and experience, backed by the broadest range of resources from within UBS and third-party partners, to provide you with the relevant insights and timely strategies to help grow and protect your assets.

I serve a dynamic clientele of successful professionals and family stewards, both working and retired, by creating customized wealth management plans based on your unique current and future financial needs. I guide clients through the financial planning process to clarify what you want to achieve with your assets and then develop a financial plan to meet your goals. I systematically implement the plan and feel rewarded by seeing the positive changes in our clients’ lives. I have more than eight years of experience helping clients prepare for their future, beginning my career during one of the equity market’s most tumultuous periods. Prior to joining UBS in 2009, I worked with clients at Northwestern Mutual Financial. I am an Accredited Asset Management Specialist (AAMS), a designation which signifies a high level of consulting expertise with investments, insurance, tax, retirement, and  estate planning issues. I earned my undergraduate degree from the University of South Florida.

My wife and I are enjoying watching our young daughter Avalynn grow. Together we own a salon in Venice, FL, and we are actively involved in the Sarasota community. I am a member of several community organizations and athletic groups. I enjoy competitive running, triathlon, and golf. Not afraid of a challenge, I have competed in two full Ironman Triathlons and several ultra-marathons.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MS
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA

Education

  • Bachelors Degree - Business Finance, University of South Florida

Credentials

  • Accredited Asset Management Specialist
  • Portfolio Manager
1819 Main Street
Suite 900
Sarasota, FL 34236
  • (941) 364-7251

Email Me

The Year Ahead - Sustainable Investing

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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