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Consulting Group Institutional Services
1051 East Cary Street
Suite 200
Richmond, VA 23219
Suite 200
Richmond, VA 23219
tel: 804-780-3324
toll free: 800-833-5522
fax: 804-225-8145
toll free: 800-833-5522
fax: 804-225-8145
Group Details
T. Kent Cox, CIMA®
Senior Vice President - Wealth Management
Institutional Consulting Director
Institutional Consulting Director
tel: 804-780-3324
toll free: 800-833-5522
fax: 804-225-8145
Professional Details
- 23 Years Industry Experience
1991 - present: Morgan Stanley Smith Barney*
Senior Vice President - Wealth Management
Institutional Consulting Director
Richmond, VA - CIMA - Certified Investment Management AnalystSM, 1999
Wharton School of Business
Philadelphia, PA - BS - Finance, 1978
Virginia Commonwealth University
Richmond, VA - Board Memberships - VCU School of Business, Make-A-Wish Foundation, The Dominion Club,
Shady Grove Methodist Endowment Fund - Association of Professional Consultants
Chair, Research Committee
Investment Management Consultants Association
T. Kent Cox, CIMA® is licensed in the following state(s): AZ, CA, CO, CT, DC, FL, GA, MA, MD, ME, NC, NJ, NY, OH, PA, SC, TX, VA
S. Craig Dunbar, CFP®
First Vice President - Wealth Management
Senior Investment Management Consultant
Senior Investment Management Consultant
tel: 804-780-3395
toll free: 800-833-5522
fax: 804-225-8145
Professional Details
- 21 Years Industry Experience
1999 - present: Morgan Stanley Smith Barney*
First Vice President - Wealth Management
Senior Investment Management Consultant
Richmond, VA - CFP - CERTIFIED FINANCIAL PLANNER™
- BS - Finance, 1985
James Madison University
Harrisonburg, VA - Licensing - Series 7, 63, 65 & Life and Health
- Trinity Episcopal High School
Board Member, Past Chairman, Finance Committee
St. Michael's Episcopal School Foundation
Board Member
S. Craig Dunbar, CFP® is licensed in the following state(s): AZ, CA, CO, CT, DE, FL, IL, ME, MI, NC, NY, OR, PA, TX, VA, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
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