Casey Cook Financial Advisor
Wealth Management Advisor | Financial Dreams Delivered
- Role
- Wealth Management Advisor at Northwestern Mutual
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Casey Cook Financial Advisor
Inspiring clients to dream big, improve daily and plan comprehensively.
Experience
Wealth Management Advisor
Jan 2011 — Present · Denver, CO, US
Hard work was instilled in my bones at an early age after growing up on my family’s farm in Kansas. From seeing my grandfather and father’s work ethic, I learned that when you lead by example, you create a legacy. As a Wealth Management Advisor, I am given the opportunity every day to foster long lasting relationships that empower individuals and families to plan for their futures and create their own legacies.My team and I provide financial consulting to individuals, families and businesses on strategies to grow, protect and transfer wealth.(620) 3••••••••@nm.com I can answer any questions for you regarding my role as a Wealth Management Advisor or if you know any self-motivated professionals who may be a good fit for joining our team, please do not hesitate to reach out to me.Specialties: Holistic Financial Planning | Succession Planning | Wealth Accumulation Strategies | Retirement Distribution | Investments | Asset Protection | Legacy Planning | Long Term Care Planning | Wealth Accumulation | Insurance Planning | College Education Planning | Estate Planning Strategies | Leadership | Team Building
Education
Kansas State University
Bachelor of Science - BS, Business Administration in Finance and Agriculture Economics
2006 — 2010
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