About Us

James Fox, CFP®

Financial Consultant
Phone: (716) 626-2588
Fax: (716) 631-4764

James Fox has been helping families and businesses achieve their financial goals since he joined in 2010.  As a top advisor at Equitable Advisors, he's also in The BlackOak Group in 2013.

James holds a bachelor’s and master’s degree from the State University of New York College at Buffalo. He is a designated CERTIFIED FINANCIAL PLANNER™ (CFP®) and is licensed in the following areas: series 7, series 66, and life and health.  After graduating, he started his career at GEICO where he trained new agents and successfully helped develop the Buffalo branch homeowner’s department.

“I enjoy when I meet a family who views their financial goals as unachievable – only to find out that with strategies they haven’t seen before and with proper implementation, their goals are attainable.”

James’ position as a trusted financial advisor also helps him to:


  • Protect assets and legacies that families have taken generations to build.
  • Protect assets that businesses have built.
  • Help individuals pass on their legacy to family members and charities they care so much for. 
  • Identify “out of the box” solutions to address a client’s unique circumstance.
  • Help protect a client’s wealth while ensuring quality care as he/she ages.
  • Educate clients on the ever changing financial landscape and commonly misunderstood topics. 
  • Help business owners shelter money from taxes and educate their employees on their companies benefits and retirement plans.



James believes in the power of community involvement.  One of the ways he demonstrates this value is through volunteering to teach community education workshops for families on financial planning topics throughout school systems in Western New York.  James is also an avid supporter of community organizations such as Mikey’s Way and Make a Wish WNY.  He is an essential team member in helping to plan our annual day of service.


In his down time, James enjoys traveling throughout New York State, the country and abroad.  You might find him relaxing on the golf course or the exact opposite, partaking in adrenaline inducing experiences such as sky diving or bungee jumping. 


Industry Recognitions



  • Centurion
  • National Leaders Corps
  • B Class Advisor of the Year
  • D Class Advisor of the Year 



CFP® and CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.


 

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

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, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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