James Cox, managing partner at Harris Financial group, has spent his entire career helping clients retire from some of Americas most established companies, including Verizon, Philip Morris, Dominion, AEP, and Progress Energy. Jamie holds an MBA from Virginia Commonwealth University, and his strong educational background and experience in the industry provide the foundation for his insights into such topics as retirement planning, investment strategies, interest rate environments and other factors that impact the global marketplace. Previously recognized by Barron's, Registered Rep Magazine and Virginia Business Journal as one of the top independent financial advisors in the country based on assets under management, James has established himself in the industry as a leader and an educator. He a frequent guest on CNBC, Fox Business Network, and CBS offering advice on the economy, financial planning, and investing. He has also been quoted in the Wall Street Journal, Barron's, Kiplinger's, The Washington Post, The New York Times, USA Today, Reuters, The Associated Press, Yahoo Finance, and more on a variety of investment topics. Jamie and his team have over years experience working closely with telecommunications retirees and their unique needs. Specifically, helping to navigate GATT Rate and EISP offers which determine pension lump-sums amounts. Staying on top of the latest news from the Communications Workers of America (CWA) Locals is key to assisting clients. James Cox and Harris Financial Group are committed to providing their clients with honest advice regarding their investment needs. Their goal is to educate their clients about their investments, not intimidate them. We want our clients to be comfortable with us, with their investments, and with their future. Specialties Pension Expert Financial Planning Wealth Management Workplace Financial Education Financial Advisor Investment Advisor Investment Coach Wealth management Independent financial services Annuity provider Retirement income planning specialist Corporate Retirement Plans k rollover specialist (Securities and Advisory Services offered through LPL Financial. member FINRA SIPC) For a list of states in which I am licensed to do business, please visit harrisfinancialgroup.comread more ...read less ...
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Virginia Commonwealth University
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Partner At Cbh Holdings
Managing Partner At Harris Financial Group
Iar At Lpl Financial
Lead Scientist At Brookhaven National Laboratory
Investment Advisory Representative Iar At Lpl Financial
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