Broker Check
Melissa Cox

Melissa Cox, CFP ® brings 15 years of financial planning experience to her clients.  Melissa takes a holistic approach to her planning practice, encompassing all aspects of the family’s finances to create a detailed financial plan.

“Unique client planning is best accomplished by being independent and objective.  The client relationship is elevated in the spirit of a partnership.”

Melissa works with individuals, military service members, and family offices.  She has a special passion for working with families with Special Needs, and helping women work through divorce. Melissa also specializes in college planning, using the College Pre-Approval Method.

Melissa graduated Cum Laude with a BBA in Interdisciplanary Studies from The University of Texas at Arlington.  She is securities licensed with FINRA; Series 6, 66 and holds Texas Health and Life Insurance licenses.  Melissa also holds the designations Certified Financial Planning™, College Funding and Student Loan Advisor, and Chartered Special Needs Consutlant.  Melissa resides in Dallas, Texas with her husband, daughter and 2 dogs. 

Fun Fact: Melissa is a triathlete and enjoys competing in Ironman branded races. She completed her 5th Half Iron distance race of 70.3 miles (1.2 mile swim, 56 mile bike ride, and 13.1 mile run),  just a year after the birth of her daughter.