Roy Cook

About Roy Cook

Roy is a CERTIFIED FINANCIAL PLANNER® professional, awarded by the Certified Financial Planner Board of Standards Inc. Roy is a specially qualified Senior Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm\'s Investment Advisory Program, a Senior Portfolio Manager may manage his strategies on a discretionary basis. After meeting certain additional requirements, a Senior Portfolio Manager may use his own strategies to manage the assets of clients working with other Merrill Advisors. Roy has over twenty five years of hands on experience, in the real world of wealth management. Roy\'s career with Bank of America began in 1996. Before that, Roy worked at a private Financial Planning boutique in Boca Raton. He was a Regional Director in 2006 and 2007, for the Gold Coast and Treasure Coast region. Roy is originally from upstate New York and has been a resident of South Florida for over forty years. He resides in Palm Beach with his wife Sharron. Roy\'s hobbies include boating, fishing and diving.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Experience

1. Resident Director - Wealth Management Advisor, Senior Vice President

   Merrill Lynch

   Apr 1996 — Present

Education

• Cooper City High School

  High School Diploma/GED

  1975 — 1979