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.

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Insurance products offered through HBK Sorce Insurance LLC. Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207.  Purshe Kaplan Sterling Investments and HBKS® Wealth Advisors are not affiliated companies. Not FDIC Insured – Not Bank Guaranteed – May Lose Value, Including Loss of Principal – Not Insured By Any State or Federal Agency.

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