portrait of Cassie Cox

About Cassie

Growing up, I watched my parents struggle financially, while still giving me all that they could. I wanted to change that future for myself and my daughter. As a single mom, I believe anyone can create the life they envision with the proper guidance.

I have a passion for educating my clients to help them feel empowered to understand how their strategy works in plain language.

I work with individuals, families or business owners, taking time to understand what's most important to them. Once I understand where they are today and where they want to be, we will build a personal...

Focus Areas

  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

Work History

  • Edward JonesSeptember 2022 to Current
  • Range BankMay 2021 to September 2022

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More