Broker Check
Caddie Cox

Caddie Cox

Financial Advisor

Caddie Cox has been with Equitable Advisors since 2023. She was first introduced to Equitable Advisors when she was an educator and 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 met her husband, Sam, after attending OU. In the time since, the two married and settled in Houston, TX. Caddie enjoys cooking, biking, hosting friends and family, and learning new jump rope tricks.

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor.  Annuity and insurance products offered through Equitable Network, LLC.