OUR MISSION STATEMENT
Customized investment and financial strategies for clients like you.
Customized investment and financial strategies for clients like you.
We work with high net worth families to identify and focus their financial resources and provide a repeatable, intentional, understandable process to accomplish their unique goals while maintaining a comfortable level of risk. We bring a financial planning perspective and expertise to our relationships, addressing the breadth of wealth management issues important to our clients.
I began my career in the Financial Services industry in 1986 with Merrill Lynch. While at Merrill Lynch I joined up with Phil Huffman, Wealth Advisor to create the Cox Huffman Group in 1994. We discovered that our clients had better results when we fully understood our client's goals and could determine their required rate of return. Portfolios could then be built that would provide a probability of achieving the required rate of return at an acceptable level of risk. In 2012 we chose to move our practice to Morgan Stanley. We liked the firm's emphasis on wealth management and have appreciated the resources available to help our clients. As a Certified Financial Planner my primary duties for the team are building portfolios, rebalancing and monitoring the returns and risk.
I grew up in Arcadia, California and graduated from Pasadena City College with an A.A., Psychology and the University of California Los Angeles with a B.A. cum laude, Psychology and English Literature.
I am active locally with the Rotary Club of Altadena where I served as President in 1996 and currently serve as the Community Projects and Membership Chair. I am the President of Altadena Rotary Charities which is a 501c3 organization that supports the work of the Rotary Club in the community. I am a Board Member of GlobalGrace Fellowship (formerly Go Ye Fellowship). I also volunteer with Christian Assembly in Eagle Rock where I serve as an usher and facilitate classes on stewardship and money management. I have been married 34 years and have raised 3 children with my wife Susan in La Crescenta, California.
Securities Agent: AK, AZ, CA, CO, DC, FL, GA, HI, IA, ID, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NM, NV, NY, OH, OR, PA, SC, SD, TX, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
My career as a financial advisor began in 1980. I graduated from the University of Colorado with a B.A. in Economics and found the financial services an ideal career where I could work with people, economics and numbers. Early in my career, I realized the importance of sound financial planning in determining people’s long-term financial success. In 1984 I became a Certified Financial Planner certificant and later a Chartered Retirement Planning Counselor ®. In 1994 I teamed up with Craig Cox and in 2014 Brian Volpei joined our group to form The Cox Huffman Volpei Group at Morgan Stanley.
Throughout my 35 plus years as a financial advisor I have always focused on helping our clients achieve their financial goals through careful planning, coordinating with their tax and legal advisors and implementing sound wealth management solutions. My primary responsibility on our team is to engage our clients in a planning based wealth management process: understanding needs, prioritizing goals, identifying financial resources, uncovering potential risks. We use this information to determine realistic targets for asset allocation and a rate of return for the portfolio. We then implement and monitor a disciplined investment process focused on diversification and rebalancing of the portfolio.
I grew up in Arcadia California where I met Laura, my wife of 35 years. We live in the Pasadena area where we raised our three children.
Securities Agent: AK, AZ, CA, CO, DC, FL, GA, HI, IA, ID, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NM, NV, NY, OH, OR, PA, SC, SD, TX, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
I began my career in the financial services industry in 2011 and joined the Cox Huffman Group at Morgan Stanley in 2014. I specialize in working with affluent families, professional athletes, and corporate retirement plan sponsors. As both a Certified Financial Planner and a Chartered Retirement Planning Counselor Practitioner I look holistically at a client’s total financial picture. My focus on the team is assisting with construction of a comprehensive financial plan, implementing investment solutions, providing ongoing portfolio guidance, and identifying new client acquisition opportunities.
I grew up in Burbank, CA and attended St. Cloud State University in St. Cloud, MN where I earned his B.S. degree in Finance. During my time at school I was a member of the Division I Men’s Hockey Team. I am a current member and sits on the board of the Burbank Rotary Club. I enjoy playing golf and am passionate about giving back to the community.
Securities Agent: AK, AZ, CA, CO, DC, FL, GA, HI, IA, ID, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NM, NV, NY, OH, OR, PA, SC, SD, TX, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative
As a Senior Registered Associate, Vikki is responsible for the day-to-day interactions with clients, administration of client accounts and the overall operations of the team.
After entering the financial services industry straight out of high school, Vikki now has over 30 years of experience servicing clients. She joined Morgan Stanley in 2010 and started with the Cox Huffman Volpei Group early in 2017.
Vikki has been happily married to her High School sweetheart for 26 years and has 3 children in college. Her hobbies include book club, cooking, and of course spending time with her family and friends. She enjoys volunteering for the Epilepsy Foundation and the American Red Cross.
Vikki has her Series 7, 63, and 66 licenses and is a notary public.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .
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Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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