Spencer Cox

Financial Advisor

Contact Me
Spencer Cox

MY MISSION STATEMENT

Customized investment and financial strategies for clients like you

My Story and Services

Welcome

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Access to Private Banking >

Services Include

  • Philanthropic Services
  • Endowments and Foundations
  • Institutional Services
  • Qualified Retirement Plans
  • Wealth Management
  • 401(k) Rollovers
  • 529 Plans
  • Cash Management

Securities Agent: AZ, CA, CO, FL, IA, IL, IN, KS, MA, MD, ME, MI, MN, MO, NC, NE, NV, NY, OH, OR, PA, TN, TX, UT, WA, WI; General Securities Representative; Investment Advisor Representative

NMLS#: 1682638


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Philanthropy Management

Spencer Cox is a highly accomplished professional who has the experience and connections to help your foundation or nonprofit fulfill its mission.

Philanthropy Management Brochure


Our Team

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Spencer Cox

Financial Advisor



Spencer Cox was a Financial Advisor with predecessor firms in the early 2000s and returned to Morgan Stanley in 2015 after successfully selling his small business. His team provides consulting services to institutional and private clients. His passion and experience with the Iowa philanthropic community allows him to help manage and develop relationships with nonprofits. Spencer's team assists nonprofit organizations in identifying and implementing the most effective methods of funding and governing their institutions.

Spencer is a graduate of Central College in Pella, Iowa. He lettered four years for the Central College Men's tennis team and was the Iowa Conference singles champion and MVP in 1998.

Spencer is the President of the board of trustees for the Iowa Chapter of the Leukemia & Lymphoma Society. He is a Chairman Emeritus of the Greater Des Moines YMCA Camp board and current board member, as well as past Chair of the annual Y Partners Campaign. Spencer is a member of the National Kidney Foundation Golf Classic planning committee, junior Achievement volunteer, member of the West Des Moines Bicycle Advisory Commission, past president and active member of the Crowns Club, board member of the Hannah Geneser Foundation, and past board member of the Gabe Fleming Memorial Hockey Scholarship Fund. Spencer was the Leukemia & Lymphoma Society 2013 Man of the Year, the 2012 Tom Hamilton Y Partners Spirit Award winner, recipient of the 2012 Business Record Forty under 40 award (not with Morgan Stanley at the time), and 2009 Volunteer of the Year for the Des Moines Y-Camp.



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Sarah Fortner

Registered Associate


Sarah has over 5 years of experience at Morgan Stanley and has been in the role of Registered Associate since 2014.  She effectively executes the client service model and enhances the client experience.  Her responsibilities include client administration, interaction, and daily operational procedures.

Sarah graduated from Illinois Wesleyan University with a Bachelors of Arts in Accounting.  She enjoys time with her family, including her husband and daughter.  In the Spring and Summer, her weekends are spent outdoors bicycling.



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Stacey Hasken

Client Service Associate

Stacey joined Morgan Stanley in August of 2016. She is responsible for preparing financial plan reviews, assisting with digital and marketing exposure, and the daily administrative support. She helps build the client experience to ensure all clients receive exceptional service.

Stacey graduated from Iowa State University with a Bachelor’s degree in Apparel Merchandising and a Minor in Public Relations.  In her spare time, she enjoys time with her daughter, traveling, shopping, and working out.


Events

Events

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Ready to start a conversation? Contact Spencer Cox today.

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This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only

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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.

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Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

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