It's not easy to sum up Neida Cox's role and the importance of her position. Administrative Director is her title, but it hardly does her justice. In layman's terms, she's the "go-to person" on our staff here at Providence Wealth Planning. Neida has worked in the financial services industry since 1997. She helps coordinate all efforts between advisors, clients, management and administrative personnel. Neida's experience and positive attitude make her an invaluable member to the staff. Her track record in the industry dates back to her days at Capital Group, where she served as a client relations specialist for 10 years. During her time at Capital Group, she provided administrative and operational services, while building and establishing relationships with American Funds' largest institutional Nonprofit, Community Foundation, Endowments and retirement plan clients.
She then spent over seven years as a branch administrator for another independent financial firm, where she supported a staff of 19 investment representatives, worked on projects to maintain efficient and compliant methods for organizing financial advisors' practices, and was instrumental in communicating with clients to ensure a positive client experience. Neida brings versatility to the staff in understanding the big picture of administrative and advisory services.
Born in Panama, and raised in New York, Neida is happily married and has lived in Southern California for over 20 years.
"I believe in getting things done." - Neida Cox