Financial planning and beyond

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Plans

Steven Cox, CFP

Vice President–Wealth Management

Steve began his career with UBS in 2006. He has focused on educating his clients and helping them plan for the future. Steve firmly believes that the greater understanding one has of the investments one owns, the less frustration and fear one will feel as investments react to various market conditions. Steve's greatest joy comes from spending time with his wife, Misty, and their two daughters, Ayanna and Brenna. They live in South Jordan, UT where Steve spends his free time working on projects with his dad and brothers or attending his daughters' athletic events. Steve is known for his optimism and strong work ethic.

Registered States:
  • AZ
  • CA
  • FL
  • GA
  • HI
  • ID
  • IL
  • KS
  • ME
  • MI
  • MN
  • MO
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • TN
  • TX
  • UT
  • VT
  • WA
  • WI

  • 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.

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

  • B.S. Business Administration, University of Utah

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Portfolio Manager
Home Worker UT
Home Worker UT, UT 000
  • (650) 696-1318

Email Me

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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