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portrait of Trey Cox
FINANCIAL ADVISOR

Trey Cox

ChFC®, CEPA®, AAMS™
6400 Lohmans Ford Rd, Lago Vista, TX 78645opens in a new window
CallSend Me a Message

About Trey

With 20 years of experience as a financial advisor at Edward Jones, I help oversee the financial affairs of families and business executives in the Austin, Texas area and around the country. It is important to me to invest my time in understanding what is important to you. We'll use an established process to build personalized strategies to help you reach your goals, and we will partner together throughout your life to help keep you on track.

I attended Texas A&M University, graduating in 1999 with a Bachelor's degree in business, and began my Edward Jones career in 2005 as a...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Insurance & Annuities
  • Wealth Strategies

Work History

  • Edward JonesJune 2005 to Current

Certifications

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Texas A&M UniversityBachelors

Personal Interests

  • Spending Time with Family
  • Cooking
  • Fishing
  • Hunting
  • ATVs

Team Members

  • Taylor Smith
    Registered Branch Associate
  • Dee Dee Darby
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(512) 267-0646

Fax

(877) 654-1451

Office Address

6400 Lohmans Ford Rd
Lago Vista, TX 78645opens in a new window

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