Brook Cox

Brook Cox, AIF, CPFA, is Vice President of Retirement Plan Consulting at OneDigital, leading retirement plan sales and consulting efforts across Ohio, Indiana, and Michigan. He partners with employers to develop committee governance strategies, plan design solutions, and employee financial wellness programs — helping organizations and their people achieve meaningful financial outcomes.

Brook brings 25 years of institutional retirement experience, having spent the majority of his career at Fidelity Investments across roles spanning business development, client relationship management, tax-exempt plan consulting, and national leadership initiatives. He joined OneDigital in September 2024 to strengthen the firm's retirement plan consulting capabilities across Cincinnati and the broader Ohio market.

He holds a B.F.A. from Ohio University, an M.B.A. in Entrepreneurship from DePaul University's Driehaus College of Business, and FINRA Series 7, 63, and 66 licenses, along with the AIF and CPFA designations.

Investment advice offered through OneDigital Investment Advisors LLC (“ODIA”). 
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. and ODIA are independent and unaffiliated entities.
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OneDigital Investment Advisors LLC’s Client Relationship Summary: Form CRS
Osaic Wealth Inc.’s Client Relationship Summary: Form CRS