Peter Owens Cox
Wealth Management Advisor
Personal
Peter Cox spent his formative years in Pinehurst, and is a native of NC. He is the oldest son of four children to Dr. and Mrs. Stanley C. Cox III of Pinehurst-NC. He now resides in Wilmington, where his family members live and play.
Peter is an avid tennis player and golfer. He also enjoys travel, fishing, snow skiing, scuba diving, and listening to jazz, in his spare time.
Professional
My holistic approach towards providing my clients a comprehensive view of their financial life starts with maintaining a gold standard of professionalism. My goals as your primary advisor are to adhere to these seven principles. First, I want to provide advice you can trust. Second, I want to provide an honest assessment of your financial situation. Third, I want to understand your specific financial needs. Fourth, I want to genuinely care for your well being. Fifth, I want to re-evaluate your financial situation on a regular basis. Sixth-I want to be open-minded and listen to your opinions regarding your investments. Finally, I want to communicate with you on a regular basis.
I spent my high school years at a prestigious Prep school called The Hill School in Pottstown, Pennsylvania and I graduated from there in 1986. Then, I went on to attend The University of North Carolina at Chapel Hill from 1986 thru 1990. I graduated with a Bachelor of Arts degree in Psychology with two minors in Political Science and Business.
My professional career started with Edward Jones Company in Frederick, Maryland where I worked as an assistant to a financial advisor for a year in developing his business. My work included marketing, prospecting, managing the office and client service. I opened up my own office for Edward Jones & Co. in Pinehurst, North Carolina in December of 1993. I built a successful office over the next ten years while managing nearly $45 million dollars and handling over 200 household accounts.
Next, I moved on from Pinehurst, North Carolina to Raleigh where I went to work for Wachovia Securities from 2003-2008 where I was a Vice President of the Wachovia bank in Cary, North Carolina. My duties included handling the financial planning and advisory services for the clients of this branch.
In 2008, I moved to Wilmington, North Carolina to help my brother Brian Cox develop and build an integrated financial services firm for the Northwestern Mutual.
My special niche within the financial services industry is helping develop, educate and service and implement Retirement Plans and Retirement Income Strategies.
My licenses include: Series 7, Series 63 and 66, Long Term Care Insurance Licensed
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
