Melissa Cox, CRPC®Financial Advisor
Melissa Cox, CRPC® is a financial advisor in the Youngstown, Ohio office of HBKS® Wealth Advisors and has worked in the financial services industry since 2007, joining HBKS® in August of 2015.
Melissa began her professional career as an administrative team member for a nation-wide wealth management firm where she was responsible for monitoring and servicing client accounts. She most recently worked as a financial specialist at a large bank where she worked with her customers to identify and review their financial needs and goals, leveraging her experience and bank partners to deliver relevant solutions.
As a member of the HBKS® financial services team, Melissa works closely with team members Rich Morrow, Tom Taranto, Robin Roberts and Jackie Zetts assisting clients in formulating and executing a plan specific to their situation to help them reach their financial objectives. Her comprehensive planning strategies utilize sound financial management principals to help clients navigate their financial journey.
Melissa earned her bachelor’s degree in finance from Penn State University and is a Chartered Retirement Planning CounselorSM (CRPC®). Currently, she is pursuing the CERTIFIED FINANCIAL PLANNER™ designation.