With more than 20 years of experience in financial planning and investment management, Thomas W Cook has the accumulated knowledge and perspective to help keep you and your financial future on a steady course. Tom understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change. As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Tom will be with you every step of the way, doing their best to offer sound advice and customized financial strategies designed specifically for you.
He is also an Accredited Asset Management SpecialistSM who has completed a course of study encompassing investments, insurance, tax, retirement and estate planning issues and he endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process considers your investing experience, your expectations for returns, your tolerance for risk and the performance of your portfolio.
Based on what he learns about you and your goals and an analysis of the current financial markets, Tom designs a customized investment strategy based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Tom puts it into action and reviews its performance for opportunities to adapt to life changes and new goals.
Tom began his career in financial services in 2002 and previously spent 20 years with the US Navy on Submarines, Today, Tom provides financial and estate planning using equities, fixed income securities, managed money, and 529 education savings plans] and more through Raymond James.
Tom was born and raised in Missouri and built his financial services career in Southern Oregon after 20-years in the US Navy on Submarines and now lives in Eagle Point with his wife, Marilyn.
They have two children, Daniel and Lauren and two grandchildren Milo (9) and Nathan (7). He is a member of Rotary Club of the Upper Rogue and Eagle Point Chamber of Commerce and in his free time, Tom enjoys family activities, bowling, e-biking, hiking, and traveling.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.
Raymond James is not affiliated with any of the companies mentioned.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.