Katy Cox

Katy joined the team in October 2021 as a Virtual Assistant and member of the Client Care Team. She brings 20+ years of industry experience and holds her Series 7 and Series 63 registrations with LPL Financial. She is a dedicated, hard worker and enjoys taking on a good challenge. Katy is passionate about the client experience and helping to solve problems.

Katy and her family enjoy spending time outdoors and traveling.