Shaun Cox Named a 2022 NAPA Top Retirement Advisor Under 40
Cleveland, Ohio – Marcum Wealth announced today that Shaun Cox, senior client manager and investment specialist, was named a 2022 Ace on the annual Top 100 Retirement Plan Advisors Under 40 list compiled by the National Association of Plan Advisors (NAPA).
The prestigious list is vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data and a broker-check review. These “Aces” are widely seen as the future leaders of the retirement plan advisor industry, according to NAPA.
“Shaun has been a tremendous addition to our retirement plan practice. His experience working with investments, record-keeper platforms and specific related software has been instrumental to our investment team. In addition, he brings exceptional value to our clients with his fiduciary knowledge and commitment to the highest service standards in the industry,” said Wendy Eldridge, a Marcum Wealth managing director and partner.
Mr. Cox specializes in retirement plan investments and is responsible for the management and implementation of client strategies and initiatives. He has been recognized nationally for his dedication to client support. His methodical and disciplined approach to servicing clients leans on his six years of military experience in the U.S. Army as a guide to his everyday work ethic.
For the complete list of 2022 Aces, visit www.napa-net.org.
About Marcum Wealth
Marcum Wealth, LLC (“Marcum”) is not affiliated with the issuer of the ranking and/or recognition shown herein. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Marcum is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Marcum did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Marcum by any of its clients.
NAPA “Aces”: This rating is as of November 18, 2021, based upon a survey completed by Shaun and other participating advisers. Rankings are generally limited to participating advisers. The preparation of the third-party rating is structured to make it equally easy for a participant to provide favorable and unfavorable responses, and is not designed or prepared to produce any predetermined result. The ratings were tabulated by the National Association of Plan Advisors.