Wealth Advisors

We work closely with you, thoroughly examining your entire financial situation, not just a few parts of it. Our four primary services are Financial Planning, Asset Management, Tax Planning, and Life Planning.

Jon K. Cook, CPA, CFP®

Founding Partner and Wealth Advisor

info@cookwealth.com

919.784.9100

With more than 50 years of accounting and wealth management experience, Jon is skilled in dealing with restricted stock transactions, complex estate planning issues, wealth preservation, and personal and corporate income taxation.

Read More

Brian J. Cook, CFP®

Managing Partner and Wealth Advisor

info@cookwealth.com

919.784.9100

Brian is the Managing Partner of Cook Wealth Management Group. With nearly 30 years of experience, he helps our clients identify and pursue their goals and dreams. 

Read More

Derek T. Williams, CFP®

Associate Wealth Advisor

info@cookwealth.com

919.784.9100

Derek joined Cook Wealth Management Group in January 2019, having previously specialized in retirement planning at Fidelity Investments in Research Triangle Park. Derek is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Level II CFA candidate of the CFA Institute, and a licensed real estate broker in the state of North Carolina.

Read More

Robert C. Scholes, CFP®

Associate Wealth Advisor

info@cookwealth.com

919.784.9100

Robby is an Associate Wealth Advisor at Cook Wealth Management Group, joining the company in 2019. Previously, Robby served as an independent financial advisor in the Raleigh area. His former experience includes nine years in non-profit fundraising. Robby attended the University of South Carolina where he studied Economics.

Read More

David A. McDougall, CFP®

Associate Wealth Advisor

info@cookwealth.com

919.784.9100

Dave has over a decade of experience in wealth planning and financial services. Joining us in 2019 as a CERTIFIED FINANCIAL PLANNER™ practitioner, Dave has extensive knowledge of wealth planning. He attended The University of New Hampshire in his native state, then joined Fidelity Investments in Boston.

Read More

Michael T. Holloway, CFP®

Associate Wealth Advisor

info@cookwealth.com

919.784.9100

Mike joined Cook Wealth Management Group in 2019 as an Associate Wealth Advisor with 10+ years’ experience in the industry. In his prior role, Mike worked with the Cook Wealth team as our relationship manager at LPL Financial and now applies that same dedication to an unparalleled customer experience in serving Cook Wealth clients.  

Read More