
Caddie Cox
Caddie Cox has been with Equitable Advisors since 2022. She was first introduced to Equitable Advisors when she needed advice with financial planning. Through the leadership and guidance of her own advisor she was able to gain confidence in her financial future and saw the need to support other families. Financial planning was a natural fit for her career.
Caddie has a passion for educating clients about matters concerning retirement, wealth management, tax advantaged investing, and state pension maximization. In helping individuals and families with their aspirations, her experience has shown that the best part of this business is seeing others gain financial independence and plan for their future confidently.
Caddie is originally from Norman, OK where she graduated from the University of Oklahoma. She is a fully licensed, comprehensive financial planner now residing in Houston, TX with her husband of eight years, Samuel Cox.