Crystal Cox, MBA, CDFA®, CFP®
Senior Vice President
Crystal Cox is a financial advisor based in the Madison, WI office and joined the firm in 2017. Taking a comprehensive and purposeful approach to wealth management, her main priority is building deep relationships while ensuring that each client's portfolio is truly aligned with their risk tolerance and goals. She prides herself on clear, proactive, and empathetic communication and is a strong personal advocate for all her clients. While Crystal works with a variety of clients, she especially enjoys serving those who are navigating often-difficult life changes and seeks to empower them with knowledge and support as they work to achieve their goals. Playing an instrumental part in the establishment and launch of Wealthspire's Inclusion and Belonging Committee, Crystal began serving as Co-Chair in 2020 and served as Chair for two years.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
