Managing Director | Private Wealth Advisor
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.
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.
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.”
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.
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.
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.”
Client Services Associate
Tom brings a customer focus that is the result of a 20+ year career in the consulting and services industry. His most recent experience comes from the Information Technology industry. He is evolving once again as he returns to his roots in finance. Over the years, finance and the markets have always been his passion. He looks forward to helping customers while continuing his lifelong learning journey with the goal of sharing that learning with others.
Tom brings a passion and experience for finance. He has an MBA and bachelor’s degree in finance from Drexel University. He began his career as a consultant to public utilities providing financial litigation support in rate cases before various Public Utility Commissions at the state and federal level. He is published on the subject and provided testimony in support utilities of cost of capital and regulated rates of return.
Along the way Tom became engaged in the Information Technology that supported his financial systems and was drawn into IT as a career for over 15 years. He ended his IT career as a Senior Director at a global IT company, leading several successful teams regularly meeting customer service and financial goals.
Tom is dedicated family man He is married to his high school sweetheart Jodi and has two grown children TJ and Gillian and our dog Indigo. He is an avid Philadelphia sports fan, enjoys playing golf, is a long-time member of the Westwood GC Sunday Morning Back 9 golf league, hiking, listening to music, spending time at the beaches on the Outer Banks and Florida or even just sitting in the back yard next to the pool. He has held volunteer positions in his hometown West Deptford with Boy Scouts, coaching youth sports and served as a member of the township recreation committee. Tom also is a volunteer with the New Jersey Special Olympics in the tennis program.
"An investment in knowledge pays the best interest" – Benjamin Franklin