Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Three generations in front yard

Annemarie Elise Cook

Senior Vice President–Wealth Management

Financial Advisor

Annemarie Cook has been a Financial Advisor since 1995. She started with Prudential Securities in 1995, and then moved to Morgan Stanley in 2000. She joined UBS Financial Services Inc. in 2016. She is a General Securities Representative, Investment Advisor Representative, and is licensed in Managed Futures.

In her role as Financial Advisor, she is responsible for analyzing client objectives, determining strategic and tactical asset allocation policies, selecting investment managers, and reviewing portfolio results. During these reviews, Annemarie compares the performance of the current investment strategy to a written plan to help ensure that each client is making progress towards achieving their financial and lifestyle goals.

Annemarie studied abroad at the London School of Economics and the London School of Design, and she earned her Bachelor of Science degree from Marymount College- Fordham University.  She moved to Rochester in 1995 so her husband, Wade, could pursue his PhD in Optics at the University of Rochester.

Annemarie is an active volunteer with the community, and serves on a variety of boards, including the Seneca Waterways Council Boy Scouts of America and is a previous board member of Rapshaw Hunting and Fishing Club and Valley Manor.

Annemarie lives in Rochester with her husband, Wade. They have two grown sons. In her spare time, Annemarie is involved in competitive sailing, and is a member of the Rochester Yacht Club and the Sodus Bay Yacht Club. She also enjoys kayaking and skiing, and is member of Hunt Hollow Ski Club. Annemarie enjoys spending time with her family in the Adirondacks and at their family cottage on Sodus Bay.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • LA
  • MA
  • MD
  • MN
  • MT
  • NC
  • ND
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI
  • WY

Education

  • Bachelor of Science, Marymount College- Fordham University
  • London School of Economics
  • London School of Design
400 Linden Oaks
Rochester, NY 14625
  • (585) 218-4577

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights