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.”

RICP conferred by The American College

Focus

As the son of two financial advisors, Mark grew up discussing financial matters around the dinner table. Mark considers one of the greatest perks of his job being able to work with his mother, Annmarie, as his full time partner and professional mentor. Together, they are able to collectively serve their clients through all stages of life while building multi-generational relationships.

Nothing gives him more joy and fulfillment than knowing that he has helped others. This shows in his relationships with his clients now as it did in his former military career. Mark’s experience in the Air Force also taught him the importance of discipline and being able to formulate and implement efficient processes. Those life lessons have translated into a wealth management approach that is as thorough as it is simplified.

Background & Experience

Prior to starting Cook Legacy Advisors with Annmarie, Mark provided financial services at Wells Fargo Advisors, and served ultra-high net worth clientele at Vanguard. Mark holds a Bachelor’s of Science degree in Finance from Alabama State University as well as an Associate Degree in Business Administration from Rowan University. Mark has obtained licensing for life & health insurance as well as his series 7, 63, and 66 which are currently held with LPL Financial.

Away from the Office

Mark’s life outside the office revolves around his family: wife Ashley, their two dogs Kenji and Rajah, and their cat Miley. They enjoy hiking, fishing, and watching movies together. He is a dedicated Eagles fan, and is also passionate about supporting our veterans, volunteering with the special needs community, and educating youth on personal finance.

“A good financial advisor is someone who can make life less complex so that you can focus on what makes you happy.”

Focus

As the Office Manager for Cook Legacy Advisors, her primary goal is to ensure an exceptional and enjoyable experience for every client and prospective member of the firm. Whether she is greeting you at the door or assisting you over the phone, she is dedicated to providing seamless service. She takes pride in managing the firm’s scheduling and is always eager to assist clients with any needs that arise, ensuring that every interaction is handled with care and efficiency.

Background & Experience

She brings 19 years of extensive office operations experience to the team, with a specialized background in property management and accounts payable. Her career began as a leasing agent, where she demonstrated a natural talent for operations, advancing to manage two apartment communities within just two years. She successfully oversaw those properties for over13 years, navigating the complexities of the industry until the start of the pandemic. Now, she leverages her nearly two decades of operational expertise to keep Cook Legacy Advisors running smoothly and effectively.

Away from the Office

Outside of work, she has been happily married for 15 years and stays busy as a dedicated "softball mom." Most of her weekends are spent traveling to all-day tournaments, where she can be found cheering loudly for her daughter’s travel softball team. When she isn't at the ballfield, she finds balance through cooking, entertaining, walking, and prioritizing self-care. She is a lover of the arts and vibrant life experiences, particularly enjoying stand-up comedy, dancing, and music. Michele's newest interest is the Philadelphia Phillies. Michele has attended four games so far and set a future goal of seeing them during their spring training in Florida.