Spencer Cox Joins UBS as a Financial Advisor in Iowa
UBS Wealth Management USA has welcomed Spencer Cox as a Financial Advisor in the Alpha Wealth Consulting Group, located in West Des Moines, Iowa. With a decade of experience, including a recent role at Morgan Stanley, Spencer's background in entrepreneurship and philanthropy equips him to effectively advise local business owners and foundations. Jim Spooner, Senior Partner at UBS, highlights Spencer's unique perspective as an asset to the firm’s growth in Iowa. Spencer holds a BA in Business Management and is active in community volunteering.
- Spencer Cox brings a decade of financial advisory experience, enhancing UBS's local expertise.
- His entrepreneurial background enables him to relate closely to clients' financial needs.
- Community involvement through volunteering with notable organizations enhances the firm's local reputation.
- None.
UBS Wealth Management USA announced today that Spencer Cox has joined the firm as a Financial Advisor within the Alpha Wealth Consulting Group in West Des Moines, Iowa.
Spencer has been a Financial Advisor for 10 years, most recently working at Morgan Stanley. Spencer started his career at Smith Barney, where he was a consultant for five years before becoming an entrepreneur. He built his company into one of the largest family owned vending and coffee businesses in the state of Iowa, before selling it and returning to a career in finance. In his new role, Spencer will be tasked with advising business owners, and foundations and endowments in the local community.
“As an entrepreneur and passionate philanthropist, Spencer brings a unique perspective to the Group, as he will truly be able to relate to our clients and their evolving financial needs,” said Jim Spooner, Senior Partner and Financial Advisor within the Alpha Wealth Consulting Group at UBS Wealth Management USA. “We look forward to working closely with Spencer and know he will be a strong partner as we continue to grow our business in Iowa.”
Spencer was a collegiate athlete at Central College where he earned his BA in Business Management. He brings that competitive spirit to his everyday life and still enjoys competing in triathlons, as well as playing golf and tennis. Spencer’s passion for volunteerism is well-known in the local community. He has held board positions with the National Kidney Foundation, Leukemia and Lymphoma Society of Iowa, and the Greater Des Moines YMCA Camp. He currently resides in Urbandale with his wife, Stephanie, and their four children.
Notes to Editors
About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.
About UBS
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