Emily Fox

Background

About Emily Fox

Specialties in leadership, education, training, presentation, facilitation, association management and delivery of excellent customer experiences (internal and external). Experienced in instruction/training/presenting/facilitation, membership development, community development, meeting planning, association or non-profit management, customer service, program management, budgeting and supervising. Emily has leveraged her passion for leadership and impactful education ever since starting as a teacher and moving on to chapter of the National Safety Council. At CPAmerica, she was in charge of all conferences and training for member CPA firms and more than tripled the membership for CPAConnect. During her 9 1/2 years at YPO, she focused on delivering relevant and impactful experiences to prominent global leaders. Responsibilities included leadership and supervisory responsibility of international teams, educational design and delivery, meeting planning, superb customer service, and implementation of a new event registration system. Emily joined 1st Global as Director, Wealth Management Academy, providing relevant education for financial advisors to drive business goals. 1st Global merged with HD Vest to become Avantax Wealth Management, which is now a Cetera company. Emily continues to support financial professionals so they may help their clients reach financial, personal and retirement goals through tax-intelligent financial planning while maximizing their own business growth. Avantax is a wholly owned subsidiary of Cetera Holdings, which refers to Aretec Group, Inc. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠ and Avantax Insurance Services℠. 3200 Olympus Blvd, Suite 100, Dallas, TX 75019, Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. For additional information ask your Financial Professional or contact us toll-free at Nonselling/Administrative Only: Does not work with members of the general public or present/discuss investments, investment strategies or provide advisory services to members of the general public.