Steven T. Cox, Jr., CFA
Steven joined Providence Financial Advisors, LLC in early 2019. Steven has a passion to help a wide variety of clients, including individuals and small business owners, in different life stages reach their personal financial and retirement goals. For the seven years prior to joining Providence Financial Advisors, LLC, Steven worked for an ultra-high net worth wealth management firm. In those seven years, Steven held multiple roles including financial analyst and senior reporting analyst. Since high school Steven has talked about wanting to have the opportunity to work with his dad. A casual conversation in 2018 lead Steve and Steven to determine that the time was right to realize his goal of working together.
Steven holds an undergraduate degree in economics and finance from Southwest Baptist University in Bolivar, Missouri, and an MBA with a concentration in Finance from Rockhurst University in Kansas City, Missouri. Steven has held FINRA series 7 & 66 licenses.