Kimberly Anne Cox

Chief Operating Officer at West Financial Services, Inc.

Kimberly Anne Cox

Kimberly Anne Cox

Chief Operating Officer at West Financial Services, Inc.

Biography

Kim is West Financial Services’ Chief Operating Officer and Director of Consulting Services, providing investment management services, as well as personalized financial planning and a wide range of customized consulting services to high net worth individuals and businesses.

Working with clients and their families, Kim provides objective analysis, and makes recommendations on complex strategic and financial matters acting as the client’s fiduciary and primary strategic adviser, coordinating with other professionals to achieve each person’s overall financial strategy.

Kim always maintains a high level of personal involvement with her clients. Her strengths include an ability to communicate complex information from diverse sources in an organized manner and to think strategically, anticipating future consequences and trends, and incorporating them into her clients’ plans.

Kim is a Certified Financial Planner™ professional and earned her MBA from Duke University’s Fuqua School of Business after receiving a B.S. in Finance from Virginia Tech. Past employers include Mars, Inc. and Potomac Electric Power.

Kim was recognized by Washingtonian in their biennial listing of Top Money Advisers in the fee-only category (2014 and 2012) and listed as one of Northern Virginia magazine’s Top Financial Professionals (2014, 2013, 2012, and 2011). West Financial Services was listed as one of Washington’s Premier Wealth Advisors by NABCAP (National Association of Board Certified Advisory Practices) in the Washington Business Journal (2014, 2013, 2012, and 2011).

Kim belongs to the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), National Association for Female Executives, American Association of University Women (AAUW), Porsche Club of America and the Experimental Aircraft Association. Kim enjoys international travel, car racing, hiking, tennis, volunteering and spending time with her family and friends.

Overview
Career Highlights

West Financial Services, Inc.

RelSci Relationships

386

Number of Boards

2

Relationships
RelSci Relationships are individuals Kimberly Anne Cox likely has professional access to. A relationship does not necessarily indicate a personal connection.

Founder at West Financial Services, Inc.

Relationship likelihood: Strong

Executive Vice President for Wealth Management, Insurance, Mortgage at Sandy Spring Bancorp, Inc.

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President, Chief Executive Officer & Non-Independent Director at Sandy Spring Bancorp, Inc.

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Executive Vice President, General Counsel & Secretary at Sandy Spring Bancorp, Inc.

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Chairman at West Financial Services, Inc.

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Chief Compliance Officer at West Financial Services, Inc.

Relationship likelihood: Strong

Director of Fixed Income at West Financial Services, Inc.

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Director of Portfolio Management Vice President, Sandy Spring Bank at West Financial Services, Inc.

Relationship likelihood: Strong

Director of Client Services Vice President, Sandy Spring Bank at West Financial Services, Inc.

Relationship likelihood: Strong

Director of Retirement Plan Services at West Financial Services, Inc.

Relationship likelihood: Strong

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Kimberly Anne Cox
Chief Operating Officer at West Financial Services, Inc.
Education
MBA
Class of 1976

The Fuqua School of Business (pronounced /'fju?kw?/) is the business school of Duke University in Durham, North Carolina, United States. It currently enrolls 1,340 students in degree-seeking programs. These programs include the Daytime Master of Business Administration (MBA), the Global Executive MBA, the Cross Continent MBA, the Weekend Executive MBA, Master of Management Studies: Foundations of Business, Master of Management in Clinical Informatics (MMCi), Master of Management Studies (in partnership with the Seoul National University), joint degree programs (including joint degrees in medicine, law, environmental management, forestry, public policy, and nursing), a one-year Master of Management Studies program in Kunshan, China (starting) 2012 and a Ph.D. program. Additionally, Duke Executive Education and Duke Corporate Education offer non-degree business education and professional development programs.

B.S. in Finance
Class of 1974

Virginia Tech takes a hands-on, engaging approach to education, preparing scholars to be leaders in their fields and communities. As the commonwealth’s most comprehensive university and its leading research institution, Virginia Tech offers 215 undergraduate and graduate degree programs to more than 30,000 students and manages a research portfolio of more than $450 million. The university fulfills its land-grant mission of transforming knowledge to practice through technological leadership and by fueling economic growth and job creation locally, regionally, and across Virginia.

Memberships
Member

The Financial Planning Association (or FPA) (U.S.), created in 2000 through the merger of the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP), is a leadership and advocacy organization for those who provide, support and benefit from financial planning. Based in Denver, Colorado, FPA works with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. The organization's stated Primary Aim is to be the community that fosters the value of financial planning and advances the practice and profession of financial planning. FPA is governed by a volunteer Board of Directors who are charged with helping the organization reach its mission while upholding the organization's bylaws.

Member

The National Association for Female Executives, one of the country’s largest associations for women professionals and business owners, provides resources – through education, networking, and public advocacy- to empower its members to achieve both career and personal success. The National Association for Female Executives (NAFE) was founded in 1972 and is one of the largest women’s professional associations in the United States. The organization has a rich history of providing education, networking, and public advocacy to empower its members to achieve career success and financial security.

Career History
Chief Operating Officer
2009 - Current

West Financial Services' (WFS) investment approach stresses diversified portfolios tailored to each client's individual circumstances, including risk tolerance, time horizon, tax constraints and wealth objectives. The firm maintains a long-term view. They utilize diversification across global asset classes and incorporate research-driven tactical asset allocation adjustments. For equities, WFS employs a core and satellite approach. They use low-cost, core investments in major market indices to ensure that clients participate in market movements. For the satellite portion of the portfolio, WFS uses actively managed mutual funds and ETFs to provide growth and value style exposure. They also purchase individual stocks for additional sector and dividend exposure. WFS pays close attention to valuation, establishes well-defined entry and exit points, and uses both quantitative and qualitative due diligence to investigate new opportunities. WFS' fixed income approach focuses on preservation of capital. The firm builds a foundation of high quality bonds and ladders maturities over a short-to-intermediate time period. WFS generally purchases US Treasurys, governmental agency bonds, municipal bonds, investment grade corporate securities and FDIC-insured CDs. On occasion, they may purchase less than investment grade corporate bonds.WFS is not restricted to proprietary mutual funds or securities. They may select mutual fund managers that combine strong, consistent performance with reasonable expenses. WFS may participate in IPOs upon specific client request.

Treasurer
Prior

Potomac Electric Power Co. engages in the transmission, distribution and default supply of electricity. Its electric distribution service territory consists of the District of Columbia and major portions of Prince George’s County and Montgomery County in Maryland. The company was founded in 1896 and is headquartered in Washington, DC.

Investment Manager
Prior

Mars, Inc. engages in the production of confectionery and animal food products. It's business segments include Petcare, Chocolate, Wrigley, Food, Drinks and Symbioscience. The company was founded by Frank C. Mars in 1911 and is headquartered in McLean, VA.

Boards & Committees
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