Courtney Gold Cox

Winchester, Virginia • 540-***-**** • adytd4@r.postjobfree.com

Wealth Management

Financial Planning • Estate Planning • Portfolio Reviews • Investments Financial and Investment Advisor with more than 25 years of experience in wealth management, history of enhancing client assets and company revenue, and proven ability to cultivate trusting client relationships by providing tailored advice to help clients achieve long-term financial security. Leverages in-depth understanding of investment strategies, financial tools, and regulations to serve as expert resource to colleagues and clients. Awarded multiple times throughout career for sales and revenue achievements.

Client Relationships • Tailored Solutions • Investment Products and Services Financial Advising • Market Analysis • Risk Management • Mentoring and Training Community Engagement • Business Development

Professional Experience

Edward Jones Financial Advisor

Winchester Virginia 2020-

Independently AUM -financial and small business planning as well as 401K recruitment, start up and education. Client planning, client recruitment, education and ongoing relationship development. Renew Financial advisors and Business Office Administration to engage and develop client relations. Including but not limited to educational seminars and post pandemic webinars United Brokerage, Winchester, Virginia Feb 2018–2020 Vice President, FinancialClient Relationships • Tailored Solutions • Investment Products and Services Financial Advising • Market Analysis • Risk Management • Mentoring and Training Community Engagement • Business Development

Professional Experience Advisor

Advised and provided investment solutions to clients across territory of 10 branches, devising investment strategies tailored to individual clients’ needs and goals to drive financial security and long-term asset enhancement.

● Collaborated with others to plan and design customized training or individual guidance to improve and develop performance. Creating support tools to reinforce training.

● Developed quarterly training sessions to build on learning objectives. Making recommendations to Senior Management for training content and technique.

● Tripled annual territory revenue in less than nine months by improving branch team members’ knowledge of resources and methods of referring potential clients.

● Served as member of the United Bank Community Council, representing investment services in educating the community.

● Coordinated presentations to board members and executive management to educate them on investment products and services, sales performance, and growth of company’s emerging investment services offering.

BB&T, Multiple Locations 2002–2018

Financial Advisor, BB&T Scott and Stringfellow, Winchester, Virginia 2015–2018 Private Financial Advisor, Roanoke, Virginia 2012–2015 Investment Counselor, Ranson, West Virginia 2008–2012 Certified Private Banker, Martinsburg, West Virginia 2005–2008 Retail Service Officer, Martinsburg, West Virginia 2002–2005 Improved financial security and enhanced assets for business and individual clients in series of progressively responsible roles, excelling in cultivating client relationships, driving new business, and building investment and financial plans tailored to each client’s unique objectives.

● Earned reputation as source of investment and financial planning advice for commercial and retail colleagues, building cross-functional partnerships that produced substantial revenue for BB&T.

Courtney Gold Cox

Stephenson, Virginia • 540-***-**** • adytd4@r.postjobfree.com • Page 2 Professional Experience, continued

BB&T, Multiple Locations continued

● Led office’s Department of Labor (DOL) conversion, reviewing client profiles and office policy in depth and communicating DOL policy changes’ impact on accounts to ensure regulatory compliance.

● Partnered with clients as office Planning Representative to expand investment portfolios, create and negotiate contracts for fee-based programs, and educate them on the financial planning process.

● Collaborated with business owners, civic organizations, and nonprofits to understand and help facilitate financial stability.

● Leveraged Integrated Relationship Management (IRM) system to introduce appropriate banking products and partners to forefront of client relationship.

● Generated complex financial planning solutions and recommended investments that met the financial and life goals of individual clients at all levels.

● Analyzed and evaluated corporate clients’ cash flow and balance sheets to create investment strategies tailored to individual risk tolerance and investment objectives.

● President’s Award, Outstanding Sales Achievement, Asset Management, 2009

● Sterling Performance Best of the Best Annual Award, 2005.

● Sterling Performance Annual Award, 2004, 2005, and 2006. Education

Mountain State University, Martinsburg Campus, Beckley, West Virginia 2003 Bachelor of Science, Organizational Leadership, Management, and Development Cum Laude

Shepherd University, Shepherdstown, West Virginia 1998 Associate of Arts, General Studies

Licensure

FINRA Series 7, 63, 66

Life, accident and health and long-term care

Professional Affiliations and Community Involvement Community Leadership Program (CLP) 2018-Present

Sterling Women of Winchester 2016–Present

Valley Business Women 2016–Present

Sunrise Rotary of Martinsburg 2006–2014

Vice President

President

Berkeley County Chamber of Commerce 1999–2013

Leadership Berkeley Class of 2000 2000

Board of Director Nominating Committee

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