Annmarie Cook, MBA, CRC®, RICP®

Managing Director | Private Wealth Advisor

Focus

With over 20 years of experience in the financial services industry, Annmarie provides a holistic approach to planning while identifying potential roadblocks and uncovering potential opportunities. It is important to her to learn her clients’ values, goals, dreams and ambitions before she creates a customized plan.

Specializing in Retirement Income Planning, she helps her clients understand their complete financial picture and create a plan that strives for success. She is passionate about making a difference in the lives of her clients through life-long partnerships built upon integrity, experience and trust.

Background & Experience

In 1998, Annmarie began her career as a Financial Advisor with Prudential Securities in Marlton NJ. She first joined First Union Securities, a predecessor firm of Wells Fargo Advisors, in 2003. In 2017, her son Mark Anthony joined her at Wells Fargo Advisors. They founded Cook Legacy Advisors in order to provide independent, personalized and objective advice to their clients.

Away from the Office

A self-proclaimed foodie, Annmarie loves new experiences especially when traveling, including abroad to Iceland, Ireland and Japan. She also enjoys wine tasting, Bunco, concerts, theater, volunteering for Habit for Humanity, and since the pandemic, Pickleball.
She is also proud to share that she recently earned the title of GiGi to her first grandchild.

“Life is about relationships, experiences and the memories they provide us.”

CRC® conferred by InFRE®. RICP® conferred by The American College. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Education

LPL Outlook 2022

LPL Outlook 2022

LPL Research’s Outlook 2022: Passing the Baton is here to provide insight and analysis for the next set of challenges the economy and markets may face.

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