Lois Cox provides intergenerational wealth planning services to some of the most prominent families in Los Angeles and focuses on the areas of comprehensive investment and estate planning. Lois is a Certified Financial Planner and serves as a trustee for a number of family trusts. She also serves on the New York Exchange Hearing Board and is an arbitrator for FINRA. She is a Senior Vice President-Investments with UBS Financial Services, Inc. and has over 30 years of professional experience in the financial industry.
Lois is a graduate of Radford College in Virginia with a BS degree and received her MS degree in business from Virginia Tech. She is a member of the Financial Planning Association, the Certified Financial Planning Board of Standards, Inc. and the Women’s Advisory Board-Financial Literacy for Women and Girls. She is a former Trustee of the RGK Foundation, Austin, Texas, and a member of the Advisory Board of The Women’s Museum: an Institute for the Future, Dallas, Texas. She has lectured on investment planning to various professional, civic and charitable organizations.
Lois was honored by the Century City Chamber of Commerce as a Woman of Achievement in finance. She enjoys traveling, reading, music and yoga.