Elizabeth Cox, CFP®, CPA, CDFA™
CERTIFIED FINANCIAL PLANNER™
Elizabeth Cox, CPA, CFP®, is a partner of Merit Financial Partners, LLC (MFP), a fee-only financial planning and Registered Investment Advisory firm, to empower clients to make the best financial decisions possible by providing competent, as-needed financial planning advice. Ms. Cox is deeply committed to helping clients every step of the way to achieve strength and independence through life transitions. She provides clients with a broad range of financial services including personal financial planning, divorce financial analysis, investment portfolio analysis, and retirement and tax planning. Ms. Cox is trained as a financial specialist in mediation and the collaborative divorce process.
Ms. Cox has more than 25 years of financial and investment experience including 4 years as an independent financial advisor with Raymond James Financial Services and 12 years of international bond and equity trading on Wall Street. She was formerly director of International Sales Trading at Deutsche Bank Securities and head of the Latin American Sales Trading Desk at ING Baring Securities in New York.
Professional and academic qualifications: Certified Financial Planner™; Certified Public Accountant (CPA); Enrolled Agent with the IRS; Certified Divorce Financial Analyst (CDFA™); MIA, International Finance (full merit scholarship), Columbia University; B.A (cum laude), Middlebury College.
Professional Memberships: Member, American Institute of Certified Public Accountants; Treasurer, National Association of Personal Financial Advisors, New York City chapter; Member, Institute of Divorce Financial Analysts.