Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
For over a decade, I have helped clients address their financial concerns and developed sound strategies by focusing on each individual's specific financial needs. In 2005 I founded my firm, Recon Investment Strategies and have dedicated my career to delivering personalized investment planning services to my clients. I focus on retirement solutions and wealth management.
“I am a graduate of Ole Miss, where I hold a BBA in Finance. In addition, I have earned an MBA from Mississippi College, as well as a Post Baccalaureate Degree in Accounting from Millsaps College. I hold 65 (Uniform Registered Investment Advisor Law) and 63 (Uniform Securities Agent State Law) as well as being Life Insurance Licensed. I am also a RICP® ..Retirement Income Certified Professional, WMCP™ ...” Wealth Management Certified Professional and CAS®...Certified Annuity Specialist
Away from the office, I am an avid sports fan and thoroughly enjoy tailgating at college football events with my family and friends. I am amazed at the beauty of North Georgia and take advantage of the outdoors when time permits. I enjoy hiking, fly fishing, and off roading various trails in my 4x4 vehicle. I am actively involved in giving back to the community, including being a member of Blue Ridge Rotary Club, Fannin county Chamber of Commerce and a member of Trout Unlimited. I am committed to a healthy life style and spend time at the local gym. Bodyplex. Lastly, my greatest joy is spending time with my wife of 30 years, Hope and our two children, Nathan 28 and Haley 24. Family to me is TRUE success!
We create strategies tailored to your goals.
Without any conflicts of interest we put your needs first.
We enjoy building trusted relationships that span generations.
For a COMPLIMENTARY Financial Review contact James Oliver Cox IV at Recon Investments and we will be in touch.