Cook joins 1 North Wealth

Record Observer - - News -

CENTREVILLE — Margo Cook, a cer­ti­fied fund rais­ing ex­ec­u­tive and char­tered ad­vi­sor in phi­lan­thropy joins 1 North Wealth Ser­vices as an in­vest­ment ad­vi­sor rep­re­sen­ta­tive. Cook will join the team as a lo­cal rep­re­sen­ta­tive pro­vid­ing ser­vice to Maryland’s Eastern Shore, where she re­sides with her hus­band and two chil­dren.

With years of pro­fes­sional fi­nance, phil­an­thropic and fundrais­ing ex­pe­ri­ence and more than a decade of non­profit man­age­ment ex­pe­ri­ence Cook will pro­vide in­vest­ment man­age­ment ser­vices and fi­nan­cial plan­ning to clients and also serves as a phil­an­thropic ad­vi­sor.

For the past 10 years, Cook has served in de­vel­op­ment di­rec­tor roles for Anne Arun­del Med­i­cal Cen­ter Foun­da­tion, United States Naval Acad­emy Foun­da­tion, and the Univer­sity of Mi­ami.

1 North Wealth is a feeonly fi­nan­cial man­age­ment and ad­vi­sory firm pro­vid­ing cus­tom­ized in­vest­ment man­age­ment and fi­nan­cial plans for clients. The firm works closely with each in­di­vid­ual and family to en­sure that their in­vest­ments match their goals through ac­tive man­age­ment and con­stant com­mu­ni­ca­tion. As a fee-only firm, they do not sell in­sur­ance or in­vest­ment prod­ucts and, as such, are a trusted fidu­ciary for their clients. The main of­fice is lo­cated in An­napo­lis and has been in ex­is­tence for more than 30 years, with satel­lite ser­vices in Centreville and Dags­boro, Delaware.

Jim Bren­nan, man­ag­ing part­ner of 1 North Wealth Ser­vices, praised Cook’s qual­i­fi­ca­tions. He said, “Margo is ded­i­cated and pas­sion­ate about help­ing peo­ple and fam­i­lies plan for the fu­ture, en­joy the present, and live the lives they have al­ways dreamed of. Margo has a proven track record of suc­cess in strate­gic plan­ning and ex­cels in wealth man­age­ment. Her cen­tral fo­cus has al­ways been what is best for her clients. She is pas­sion­ate about the arts, fi­nan­cial ed­u­ca­tion, health­care, the Ch­e­sa­peake Bay, and the wel­fare of chil­dren; we are pleased to wel­come her to our team.”

Cook is a grad­u­ate of the Univer­sity of Mi­ami and St. Mary’s High School in An­napo­lis. She has deep roots in the com­mu­nity and in­tends to con­tinue to in­vest in the suc­cess and bet­ter­ment of the lo­cal com­mu­nity in any way she can for many years to come. The Cook family has been on the Eastern Shore for more than 40 years and has strong ties to the lo­cal water­man com­mu­nity.

Cook serves on the board of the As­so­ci­a­tion of Fundrais­ing Pro­fes­sion­als-MD, the board of the Ch­e­sa­peake Planned Giv­ing Coun­cil, and the board of The Betty Ef­fect. She is also a mem­ber of the An­napo­lis Li­brary De­vel­op­ment Com­mit­tee, and Spe­cial Olympics MD De­vel­op­ment Com­mit­tee, the Christ Church Epis­co­pal Day School De­vel­op­ment Com­mit­tee, the Wye River Up­per School Fall Fundraiser Com­mit­tee and serves as an Anne Arun­del Med­i­cal Cen­ter Pa­tient and Family Ad­vi­sor. She also sup­ports and vol­un­teers with other var­i­ous non­prof­its through­out the Eastern Shore re­gion as a con­sul­tant and an ad­vo­cate.

MARGO COOK

Newspapers in English

Newspapers from USA

© PressReader. All rights reserved.