Chantal Cox

Chantal Cox

Chief Of Staff


Currently serving as Chief of Staff for the South Region, Chantal embodies a wealth of knowledge and expertise in the realms of business operations and administration. With over 18 years of financial services industry experience, Chantal has demonstrated her unwavering commitment to excellence, consistently striving to provide exceptional support to organizations and their advisors.   

With a strategic mindset and passion for facilitating seamless operations, Chantal possesses the ability to enhance efficiency, and empower advisors to reach new heights of success.

Born and raised on the beaches of South Florida, Chantal remains grounded in her roots, guided by her passions, and fueled by the boundless possibilities that lie ahead.

My Approach

Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be.  I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.

My goal is to provide holistic, comprehensive financial services to individuals and businesses. I  can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.


Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.