Let's move forward. Together.

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.

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Frederick Cooke

First Vice President–Wealth Management

Financial Advisor

Fred is an investment executive with over 33 years of experience in the Financial Services Industry. He works closely with Corporations, Institutions and Technical Associations to formulate appropriate strategies to meet their goals and needs through a strict process of manager selection, resource allocation, and annual spending analysis.

He is a 1972 graduate of Wake Forest University and holds a degree in Mathematics. He began his consulting career with EF Hutton and Company in the Consulting Services Division and moved to Paine Webber in 1988 after the acquisition of Hutton by Shearson, and ultimately the acquisition of Paine Webber by UBS Financial Services, Inc.

He specializes in consulting for associations and corporations, with existing clients ranging from $2 million to $100 million.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • NC
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI

Education

  • Mathematics, Wake Forest University

Credentials

  • Managed Accounts Consultant
  • Chartered Retirement Plans Specialist
317 W. Barbee Chapel Road
Chapel Hill, NC 27517
  • (919) 918-2342

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Global Wealth Report 2024

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Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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As of 03/31/2024

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