Mr. Knox is Managing Partner of Vision Wealth Management, LLC. Jeff has over forty years’ experience working with individuals and business owners with their financial, tax, estate, and retirement planning as well as personal risk management. He also has extensive experience in the employee benefit area working with companies and their employees with group insurance, payroll, HR and technology systems, and compliance programs.
In addition to working with a diverse group of individual and corporate clients, Jeff oversees the management and daily operation of the company. He is also active in helping bring new Associates to the organization and continuing the firm’s expansion both in Northeast Ohio and nationally.
He is a graduate of Ohio Wesleyan University (B.A.) and received his Juris Doctorate (J.D.) degree from Cleveland State University Marshall College of Law. Jeff has also earned the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations from The American College. He is licensed to sell life and health insurance as well as annuities in the State of Ohio and a number of other states. Jeff is a Registered Representative (Series 7, 63), Investment Adviser Representative, and Registered Principal (Series 24, 51) for Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and registered investment adviser. Jeff is also President of and an Investment Adviser for Financial Management Strategies, Inc., an SEC registered independent advisory firm.