PROFESSIONAL PROFILE

Craig Cox is a Vice President and Wealth Management Advisor who joined Merrill in 1986. Craig was graduated cum laude from the University of California, Los Angeles with a degree in Psychology and English Literature. He is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Craig has been active in the Rotary Club of Altadena where he served as Club President in 1996.

Phil Huffman is a Vice President and Wealth Management Advisor who has worked for over 20 years in the financial services industry, over 15 of those years with Merrill Lynch. Phil is a CERTIFIED FINANCIAL PLANNER™ certificant and a CHARTERED RETIREMENT PLANNING COUNSELOR designee. Phil was graduated from the University of Colorado with a B.A. Degree in Economics.

Annette Coo is a Registered Client Associate with over 15 years of experience in the financial services industry, over 8 of those years with Merrill Lynch. Born and raised in England, she has been a member of the local community for over 25 years. Annette has taken on leadership roles within Merrill Lynch serving on an advisory council to management.

Craig Cox and Phil Huffman have over 35 years combined experience as Financial Advisors with Merrill Lynch. The Cox/Huffman Group is dedicated to strategic wealth management services. Investment discipline is based on goal driven asset allocation to determine appropriate risk levels and return expectations for investors with over $500,000. Through the extensive Total Merrill financial platform, solutions for asset and liability management are utilized in reaching client goals.