Verified recordFinancial Services

Daniel Cox

Relationship Manager at Modern Wealth Management

Based in Kansas City, United States

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Seniority

Manager

Department

Sales & Business Development

Location

Kansas City

Industry

Financial Services

Company size

241

Contact information

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Email

1 credit

d•••••••@modwm.com

Phone

5 credits

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Background

About Daniel Cox

As a Relationship Manager at Modern Wealth Management, my role is to support our Financial Planners and improve on the Advisor/Client relationship. In July 2025, I passed the CFP® exam. Once it's official, I look forward to providing the knowledge that I learned from passing the exam to our clients. If you would like to learn more about me or would like to talk, please reach out to me by messaging me or by contacting me via email at daniel.cox@modwm.com.

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