Clarence Knox Jr. is a wealth planning consultant with more than 25 years of experience in the financial services industry. He has worked with several leading financial service firms and national sales organizations, including ASK Financial Consulting and Passerelle Partners. For the past decade, he has specialized in advanced markets and premium finance strategies. His career is a testament to his dedication, expertise, and commitment to helping clients achieve their financial goals.

On entering the financial services industry– Knox began his career at a college internship program with Northwestern Mutual/Baird Securities. This experience fueled his passion for building relationships with families and businesses, crafting bespoke solutions to propel them toward their financial aspirations. “Those years as an advisor helped me to be a more effective leader in my corporate career and beyond,” Knox says.

The best advice he’s received– Early in his career, Knox benefited from the wisdom of mentors who played a pivotal role in shaping his trajectory. His advisors taught him the importance of networking and creating relationships to remain relevant. “Through my networks, I’ve learned about new advances in financial sectors, new ways of thinking, and new opportunities that helped me advance my career,” Knox says.

Advice he would give– For aspiring young professionals eyeing a career in financial services, Knox underscores the significance of seeking mentorship. “Work to learn rather than earn,” Knox advises. He explains that learning different skill sets will make you uniquely valuable to your organization and its leadership.

On what he’s proudest of– Beyond his professional accomplishments, Knox takes immense pride in his involvement with the Crimson and Cream Foundation in Minnesota. This organization is dedicated to enhancing the academic, leadership, and social development of youth in the Twin City area. Through this foundation, Knox provides mentorship and financial education for youth entering and graduating from college. 

He is also proud of his involvement in FARE. He says, “I have led and been a member of various diversity groups, but FARE is by far the most impactful initiative I have been a part of. It is an honor to serve on the Board of Directors, and I am inspired by the great work that we are doing.”

In St. Paul, Minnesota, where Knox lives with his family, he also serves as an active Kappa Alpha Psi Fraternity, Inc. member. He dedicates his time to various local and national organizations, further solidifying his commitment to making a positive impact beyond the financial sphere.