My mission is to be the antidote to conflicted, subjective, product- focused financial advice. My client-centered holistic approach allows me to understand each client’s unique financial goals and operationalize them through a customized plan designed to minimize risk and achieve financial health.
Rob Cox, AIF, is a Financial Advisor with Valley Financial Solutions. Rob boasts over 23 years of experience in the wealth management and financial services industry. His core principle is The Client’s Interests Must Always Come First - believing in taking a holistic approach to financial planning and wealth management for the benefit of each client’s unique goals and objectives. His areas of focus when working with individuals and their families include financial planning, retirement income planning, estate planning, tax minimization, and customized investment management strategies. Rob achieves professional fulfillment when his wealth management approach transforms his clients’ goals into reality.
Rob received his Bachelor of Science degree in Business Management and Economics with a Minor in History from Emory and Henry College.
He completed the Professional Development Program with Merrill Lynch in 1998. In 2018, Rob earned the Accredited Investment Fiduciary (AIF) professional designation from Fiduciary360, receiving formal training in investment fiduciary responsibility. He holds his Series 7, 63, and 65 licenses, and insurance licenses in Virginia and North Carolina.
Rob resides in Roanoke with his wife Donna and their two beloved Coton de Tulears - Arrivo Io and Amazing Grace. When away from the office, Rob enjoys working out, the great outdoors, and serving in his local church.