Email Me
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
Education
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.
Education
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
