WATERBURY, CT - Webster Private Bank is pleased to announce that Joe M. Cox II, senior vice president, senior investment manager and Chris Perry, vice president, senior managing director – both at Fleming, Perry and Cox Financial Advisors, a Webster Financial Company – have been named Five Star Wealth Managers in Connecticut. For Cox, this is the second consecutive year he has received this honor. Both gentlemen, who are based in Stamford, Conn., are featured in the December issue of Connecticut Magazine.
“Experience and knowing your client make all the difference in the world in providing an exceptional customer experience,” said Dan FitzPatrick, Executive Vice President and Head of Webster Private Bank. “Through comprehensive financial planning and specialized attention for each and every client, Joe and Chris are standout members of an excellent team that provides a holistic financial approach that covers all areas of our clients’ financial lives.” Webster Private Bank is the business unit within Webster Bank, N.A. that offers premium banking and customized credit, investment management, financial planning, and fiduciary services to individuals, families and related entities with investable assets of at least $1 million.
The Five Star professional program is one of the largest and most widely published financial services award program in North America. Those who achieve this honor are a select group of industry leaders who are evaluated against 10-point objective criteria including client retention and favorable regulatory history.*
Cox, who resides in New Canaan, is not only an industry leader holding the CFP® certification and AAMS, CRPC, and AIF® designations, he is also very active in the community. He’s raced several times in the Tour de Cure and raised thousands of dollars for children with diabetes. Cox earned his bachelors degree from Johns Hopkins University and his financial planning certification from The American College.
Perry, who resides in Wilton, also holds the CFP® certification and is an investment advisor representative of Commonwealth Financial Network. He has FINRA Series 7 and 66 registrations as well as life, health, accident, and variable insurance licenses. Perry is very active in his community and currently serves on the endowment development committee and chairs the finance committee at St Matthew’s Episcopal Church. He serves on the Board of Managers for Camp Dudley (YMCA) as Treasurer and chair of both finance and investment committees. He also serves as Treasurer and fundraising chair for the Boy Scouts Troop 125 and fundraising chair for Cub Scouts Pack 22. He serves as an advisor to the Wilton Student Financial Aid committee. He earned his bachelors degree from Williams College and his financial planning certification from the College for Financial Planning in Denver, Colo.