Heather Dickerson Cook

Financial Advisor partnering with families and business owners to help achieve their dreams and goals

Role
Financial Advisor at Edward Jones
Location
Knoxville, TN, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Heather Dickerson Cook

What would a 14 year old do with $250? When my team placed in C-SPAN\'s Student Cam Contest, I invested my winnings in my first mutual fund and opened an investment account with Edward Jones.Growing up with a father who is a financial advisor helped me develop a respect for saving, investing and preparing for the future. Over his career, I have had the opportunity to see him positively impact people in our community. The joy of helping someone stay on track for retirement, prepare for the unexpected, pay for education and more is unparalleled. Now we have the great joy of partnering together as a team.Through our practice, we hope to reach more people in our community to share the value that we at Edward Jones can provide. We strive to understand what is most important to our clients and then we use an established process to build personalized strategies to help them achieve their goals. We will continue to partner throughout their lives to help keep them on track.I graduated from the University of Tennessee, summa cum laude, with a degree in business analytics. I continued my education by earning my CFP® or CERTIFIED FINANCIAL PLANNER® certification and my Master\'s in Personal Financial Planning from the College for Financial Planning. I also hold my Girl Scout Gold Award and enjoy giving back to our Knoxville community.I married my husband, Josh, in 2022 who works as an attorney at Baker Donelson. When not at work or studying, we enjoy cheering on the Vols, playing with our dogs (a boxer, Nessie, and a mini Goldendoodle, Carley), gardening, and trying new bakes from the Great British Bake Off.Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc, which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

  1. Financial Advisor

    Edward Jones

    Nov 2020 — Present

Education

  • College for Financial Planning

    Masters in Personal Financial Planning, Personal Financial Planning

    2021 — 2023

  • University of Cambridge

    Psychology, Marketing and Advertising

    2014 — 2014

  • Haslam College of Business at the University of Tennessee

    Bachelor of Science - BS, Business Analytics, Marketing, Psychology

    2017 — 2020

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Heather Dickerson Cook — Financial Advisor at Edward Jones in Knoxville, TN, US | Unifers