Cook Wealth Management Group

jeri

Jeri B. Wade

Manager, Compliance & Client Services

With more than 30 years of corporate marketing and administrative experience, Jeri Wade is our compliance manager and drives our efforts to provide the industry’s finest client experience. Jeri fosters deep relationships between the Cook Wealth team and our clients through the creation and development of two-way communication programs. She also oversees both the marketing and operations departments at Cook Wealth.

Before joining our team, Jeri led award-winning teams in design and implementation of customer programs and events, and held positions of increasing responsibility at Nortel, Corvis Corp., and Motricity. In addition to Jeri’s background in customer relationship management, she also earned Certification in Community Relations from Boston College and was a Certified Meeting Professional recognized by the Convention Industry Council.

Jeri’s varied interests include stitching, travel, reading, and IndyCar Series racing. She and her husband, Terry, live in Clayton, North Carolina, and have a daughter, Rachel, who lives in Wilmington, North Carolina.

 

Christine S. Young

Christine S. Young, CPA

 Manager, Special Client Services

Joining our team in late 2006, Chris brings more than 25 years of public accounting experience to Cook Wealth Management Group. She plays an active role in achieving the team’s daily goal of world-class service.

After graduating from Rutgers College, Chris earned her certified public accounting accreditation, and worked at several accounting firms, in both New Jersey and North Carolina.

She and her husband, Matthew, live in Cary, North Carolina. Chris enjoys playing tennis and is also an avid reader. She has three adult children, Melissa, Colleen and Sarah.

 

Lisa

Lisa C. Zullo

Wealth Advisor Assistant

Lisa joined Cook Wealth Management Group in 2017. She assists with all aspects of the practice including advisor support and client service. Prior to joining Cook Wealth Management, Lisa held a similar position with another Raleigh-based wealth advisor. Previously, she worked in Sales and Marketing for financial services firms in Boston, New York and Raleigh.

Lisa and her husband, Gary, have lived in Raleigh since 2005. They have three children: Caroline, Natalie and Nick. She enjoys reading and traveling. Her recent travels have included Northern Africa, the Middle East and Europe. She and her family are always on the lookout for their next travel adventure.

 

Kimberly

Kimberly A. Hoffman

Wealth Advisor Assistant

Kimberly Hoffman joined Cook Wealth Management Group in 2016 to provide administrative support to our firm after relocating from New Hampshire to the sunny state of Florida. With her excellent organizational skills and strong attention to detail, Kimberly provides a high level of operational support for client account activities, allowing us to deliver superior client service.

Prior to relocating to Florida, Kimberly worked for over 7 years for an LPL Financial office in New Hampshire providing direct support to the advisor and working closely with clients to provide them with high-level, quality service.

Kimberly has enjoyed reading from a very young age and can always be found with a book in hand. She also enjoys traveling, fine dining, and is an avid Disney fan. Kimberly has three grown sons who live in Washington, Wisconsin, & New Hampshire, and one beautiful new grandbaby she doesn’t get to see nearly as often as she’d like.

 

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