Shaun Cox, Aif®
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Shaun Cox, Aif® Email & Phone Number

Financial Advisor | Relationship Management at CAPTRUST at CAPTRUST
Location: Akron, Ohio, United States 8 work roles 1 school
1 work email found @aurumwealth.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@aurumwealth.com
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Current company
CAPTRUST
Role
Financial Advisor | Relationship Management at CAPTRUST
Location
Akron, Ohio, United States
Company size
621 employees

Who is Shaun Cox, Aif®? Overview

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Quick answer

Shaun Cox, Aif® is listed as Financial Advisor | Relationship Management at CAPTRUST at CAPTRUST, a company with 621 employees, based in Akron, Ohio, United States. AeroLeads shows a work email signal at aurumwealth.com and a matched LinkedIn profile for Shaun Cox, Aif®.

Shaun Cox, Aif® previously worked as Financial Advisor | Relationship Manager at Captrust and Senior Client Manager, Investment Specialist at Marcum Wealth. Shaun Cox, Aif® holds Bachelor Of Arts (B.A.), History from The University Of Akron.

Company email context

Email format at CAPTRUST

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*@aurumwealth.com
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AeroLeads found 1 current-domain work email signal for Shaun Cox, Aif®. Compare company email patterns before reaching out.

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Profile bio

About Shaun Cox, Aif®

🌟 Passionate about Retirement Planning | Dedicated to Client Success 🌟With a decade of experience in the retirement industry, I've had the honor of supporting plan sponsors and participants in navigating the complex landscape of retirement planning. My mission? To empower plan sponsors in managing compliant and successful retirement plans while guiding employees towards a secure financial future.Drawing from my military background, I bring a keen attention to detail and strategic planning to every client interaction. I pride myself on helping clients anticipate and adapt to the dynamic changes within the retirement industry.Outside of the office, you'll find me cherishing moments with my wife Dani and our three children, Jackson, Beau, and Reagan. We're regulars at Cuyahoga Valley National Park and love embarking on summer adventures across the country. During hunting season, you'll often find me in the great outdoors, carrying on a family tradition alongside my father and grandfather from September to February. In my downtime, I indulge in my passion for collecting 1st edition novels and immerse myself in the pages of captivating reads.Let's connect! Whether you're a fellow professional in the retirement industry or someone looking to optimize their retirement plan, I'm here to help. Feel free to reach out via email to discover how CAPTRUST can support you in managing and navigating your retirement journey.

Listed skills include Customer Service, Team Building, Team Leadership, Strategic Planning, and 13 others.

Current workplace

Shaun Cox, Aif®'s current company

Company context helps verify the profile and gives searchers a useful next step.

CAPTRUST
Captrust
Financial Advisor | Relationship Management at CAPTRUST
raleigh, north carolina, united states
Website
captrustadvisors.com
Employees
621
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Company profile
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8 roles

Shaun Cox, Aif® work experience

A career timeline built from the work history available for this profile.

Financial Advisor | Relationship Manager

Current
Captrust

Akron, Ohio, United States

Sep 2023 - Present

Senior Client Manager, Investment Specialist

Marcum Wealth

Cleveland, Ohio, United States

Apr 2021 - Sep 2023

Client Manager

Marcum Wealth

Cleveland, Ohio, United States

Feb 2020 - Apr 2021

Flight Operations/Atc

Us Army

Camp Blanding, FL & Baghdad, Iraq

Completed Basic Combat Training in August of 2006 receiving the Ferris Award for excellent leadership skills throughout basic training.Completed Advanced Individual Training with a certificate in Flight Operations and Air Traffic Control from Ft. Rucker, AL in December of 2006.Held a Department of Defense Secret Clearance from December of 2006 to May of.

Mar 2006 - May 2011
Team & coworkers

Colleagues at CAPTRUST

Other employees you can reach at captrustadvisors.com. View company contacts for 621 employees →

TM Taylor Morrison, Cfp® Taylor Morrison, Cfp® Colleague at Captrust Nashville, Tennessee, United States, United States View → A( Allison (Charlie) Hubbell Allison (Charlie) Hubbell Colleague at Captrust United States, United States View → GS Geoffrey Schock Geoffrey Schock Colleague at Captrust Greater Seattle Area, United States View → SM Silas Mayes Silas Mayes Colleague at Captrust Raleigh, North Carolina, United States, United States View → DA David Amurao David Amurao Colleague at Captrust Scottsdale, Arizona, United States, United States View → ME Matt Eder Matt Eder Colleague at Captrust Chicago, Illinois, United States, United States View → BR Brett Reardon, Cima®, Cpfa Brett Reardon, Cima®, Cpfa Colleague at Captrust Southfield, Michigan, United States, United States View → TC Traci Carver Traci Carver Colleague at Captrust Atlanta Metropolitan Area, United States View → RR Rob Richardson Rob Richardson Colleague at Captrust Wichita, Kansas, United States, United States View → TW Tiffany Walker, Cfp®, Chfc® Tiffany Walker, Cfp®, Chfc® Colleague at Captrust Minneapolis, Minnesota, United States, United States View →
1 education record

Shaun Cox, Aif® education

FAQ

Frequently asked questions about Shaun Cox, Aif®

Quick answers generated from the profile data available on this page.

What company does Shaun Cox, Aif® work for?

Shaun Cox, Aif® works for CAPTRUST.

What is Shaun Cox, Aif®'s role at CAPTRUST?

Shaun Cox, Aif® is listed as Financial Advisor | Relationship Management at CAPTRUST at CAPTRUST.

What is Shaun Cox, Aif®'s email address?

AeroLeads has found 1 work email signal at @aurumwealth.com for Shaun Cox, Aif® at CAPTRUST.

Where is Shaun Cox, Aif® based?

Shaun Cox, Aif® is based in Akron, Ohio, United States while working with CAPTRUST.

What companies has Shaun Cox, Aif® worked for?

Shaun Cox, Aif® has worked for Captrust, Marcum Wealth, Oswald Financial, Inc., Chapman And Chapman, Inc., and Us Army.

Who are Shaun Cox, Aif®'s colleagues at CAPTRUST?

Shaun Cox, Aif®'s colleagues at CAPTRUST include Taylor Morrison, Cfp®, Allison (Charlie) Hubbell, Geoffrey Schock, Silas Mayes, and David Amurao.

How can I contact Shaun Cox, Aif®?

You can use AeroLeads to view verified contact signals for Shaun Cox, Aif® at CAPTRUST, including work email, phone, and LinkedIn data when available.

What schools did Shaun Cox, Aif® attend?

Shaun Cox, Aif® holds Bachelor Of Arts (B.A.), History from The University Of Akron.

What skills is Shaun Cox, Aif® known for?

Shaun Cox, Aif® is listed with skills including Customer Service, Team Building, Team Leadership, Strategic Planning, Account Management, Sales Management, Process Improvement, and Operations Management.

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