Melissa Cox is a CERTIFIED FINANCIAL PLANNER and Chartered Special Needs Consultant from the Dallas area. Melissa is a registered representative of Institutional Securities Corporation and holds the necessary licenses to provide holistic financial planning for clients to help provide peace of mind. She focuses her practice on educating clients about retirement and their finances and specializes in the needs of women and Special Needs families. Melissa also takes pride in working with our military service members and their families.
Melissa enjoys volunteering in her free time with organizations such as The Dallas Morning News Financial Freedom program, Wounded Warriors, Junior Achievement, and the Financial Planning Association Pro Bono team. She is a triathlete and challenges herself by competing in the Ironman Series races.