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Richard Cox Sr. is the founder and Chief Managing Member of Cox Wealth Management, LLC, a Tax and Accounting Firm in Chattanooga, Tennessee, established in June 1996. With extensive experience in financial services, Richard serves as a Certified Financial Planner® Practitioner at Osaic, overseeing investment advisory, portfolio management, and fiduciary compliance for various retirement plans. Richard holds multiple leadership roles, including Registered Principal and Supervising OSJ Manager at American Portfolios Financial Services, Inc., and has previously served as CEO of multiple firms, including Legacy Trust Administration Services Inc. and Advisor Planning Corporation. An experienced professional since 1976, Richard has also obtained advanced degrees from The American College of Financial Services and the College for Financial Planning in financial planning and estate management.