Jeffrey C. Knox, JD, CLU®, ChFC®
Managing Partner, Vision Wealth Management, LLC
President, Financial Management Strategies, Inc.
With more than forty years in the financial services business, Jeff has spent his career helping people create, preserve, and protect their wealth and planning their financial lives. Whether guiding an individual or family toward a confident retirement, helping a company develop benefit programs to attract, retain, and reward quality employees, or providing business owners with strategies for business continuation, Jeff focuses on developing solutions while creating clarity and balance in today’s complex financial landscape.
As President of Financial Management Strategies and Managing Partner of Vision Wealth Management, Jeff leads the firm’s operations and plays a key role in mentoring new Advisors and supporting the company’s growth throughout Northeast Ohio and across the country.
A graduate of Ohio Wesleyan University and Cleveland State University’s Marshall College of Law, Jeff also holds both the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations. His background spans financial, tax, estate, and retirement planning, as well as employee benefits, risk management, and business continuity.
Jeff grew up in the Cleveland area and works out of the company’s headquarters. Although he will always call Cleveland his “home”, he spends much of the year at his home in the Florida sunshine! Outside of work, he enjoys traveling, movies and theater, many kinds of music, and spending time with friends and his three grown children. An avid golfer and long-time member at Canterbury Golf Club, Jeff continues to compete in senior tournaments at the national level.
Licensing & Regulatory Information
Jeff is licensed to sell life and health insurance as well as annuities in Ohio and many other states. He is a Registered Representative (Series 7, 63) and Registered Principal (Series 24, 51) with Cetera Wealth Services LLC, member FINRA/SIPC, and an Investment Adviser Representative with Cetera Investment Advisers LLC.