Archives: Wealth Advisor

Michael Holloway, CFP®

Mike joined Cook Wealth Management Group in 2019 as a wealth advisor with 10+ years’ experience in financial services. In his...

David McDougall, CFP®

Dave has over a decade of experience in wealth planning and financial services. Joining us in 2019 as a CERTIFIED FINANCIAL PLANNER™...

Robert Scholes, CFP®

Robby joined us in early 2019. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Level II CFA candidate of the CFA...

Derek Williams, CFP®

Before joining us in 2019, Derek specialized in retirement planning at Fidelity Investments in Research Triangle Park. Derek is a Level...

Brian Cook, CFP®

Brian is the Managing Partner of Cook Wealth Management Group. With over 30 years of experience, he helps our clients identify...

Jon Cook, CPA, CFP®

With more than 50 years of accounting and wealth management experience, Jon is skilled in dealing with restricted stock transactions,...