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Helen "Cokie" Cox, CFP®

Helen "Cokie" Cox, CFP®

Wealth Advisor

Helen “Cokie” Cox has been in financial services and serving the needs of individual and institutional clients and entrepreneurs since 1996. She has a degree in Financial Management and Accounting from Clemson University and is a mother, author, financial “samurai” and Perfect Day engineer.

Cokie is the author of two books, and the founder of the non-profits Rein and Shine and She CLIMBS.

Cokie is right-sizing Wall Street one client at a time and inspires investors and entrepreneurs at-large with her vision and storytelling of her many experiences leading clients through the financial and work-life-balance maze. Cokie loves farm life in Awendaw, SC with her two girls, husband, Tim, and their many dogs and goats.