Emily Fox

Director of Wealth Management Academy

Emily Fox is the director of the Wealth Management Academy at 1st Global, where she is responsible for providing comprehensive educational programs and events to empower advisors so they may fully assist their clients and lead and grow sustainable CPA/wealth management firms. She joined the company in 2016 and enjoys being able to provide a solid foundation for advisors to help them better serve their clients and grow their businesses.

Emily received her Bachelor of Arts degree and Master of Education degree from the University of Florida. She was eventually led to the financial services industry because of her passion to educate and train others so that they can more effectively help their clients reach the goals they’ve made for the future. As a Kolbe Certified™ Consultant, she is able to use this program as she consults with firms. 

Emily has more than 27 years of experience in instructional development, training and presenting. After teaching high school English for six years, she led DUI, driving and occupational programs at a chapter of the National Safety Council for six years. She then transitioned her career to CPAmerica International, where she was responsible for all conferences and training for the member CPA firms — and during her six years with the company, she more than tripled the membership for the CPAConnect program. Following her time at CPAmerica, she worked for more than nine years at Young Presidents’ Organization (YPO), where she provided services in educational design and delivery, meeting planning, customer service, implementation of a new event registration system, and department leadership.