Crystal Cox, Mba, Cdfa®, Cfp® Email & Phone Number

Madison, Wisconsin Area

As a Senior Vice President at Wealthspire Advisors, I help those experiencing divorce or death of a loved one, business owners, high net worth families, and retirees feel confident in their financial decisions. My process starts with education, and as we move forward with our relationship I find that communication, discipline, and transparency are the pillars that lead to our success. As a Madison team member, we feel that our clients are best served when we collaborate as a team, bringing in different specialties and perspectives to produce the best ideas for our clients. We challenge each other, which only makes us all better advisors! I love what I do at Wealthspire Advisors! Please let me know if there's anything we can do to help you, your business, and/or your family.

Madison, Wisconsin Area

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member FINRA/SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Insurance products are offered through our affiliated non-bank insurance agencies.

Wayzata, Mn.

At UBS I was responsible for marketing and new client acquisition. I helped set up events, recruit high net worth clients, and revamped our team's online presence. I started our new client acquisition program with a phone book and a phone (as an intern), and built it into a fine-tuned machine which lead to a lot of success for our team.

Wayzata, Mn.

Master Of Business Administration (M.B.A.), Marketing

Bachelor Of Business Administration (Bba), Finance, Summa Cum Laude

Activities and Societies: Honors Society Beta Gamma Sigma Golden Key Society

Associate Of Science (As), Liberal Arts Transfer, 3.8

Activities and Societies: Phi Theta Kappa Academic Honors