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Melissa C
CFP®, Series 66
Dallas, TX
Van Clemens Wealth Management, LLC
Melissa Cox is a CFP® professional with 21 years of industry experience, currently serving at Van Clemens Wealth Management, LLC. She has previously worked at Doucet Asset Management, Institutional Securities Corp, and Fetterman Investments. In addition to her advisory role, Melissa owns Future Focus Wealth, where she manages an independent financial services practice and engages in authoring and public speaking. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients across various wealth levels. The firm customizes portfolios using both discretionary and non-discretionary strategies, employing modern portfolio theory and fundamental and technical analysis, and utilizes a broad range of third-party managers as well as an in-house Growth Opportunities model focusing on micro- and small-cap equities.
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