Carson Cook
Senior Financial Advisor
NMLS #1885441
620 S Tryon St
Charlotte NC 28255
(704) 339.2079
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

Carson is a Charlotte native and a graduate of the Darla Moore School of Business at the University of South Carolina. There she double majored in finance and marketing and minored in advertising and public relations. After completing Merrill's internship program in St. Louis, Carson returned to the Queen City where she became one of forty individuals selected nationwide to participate in the Associate Financial Advisor Development Program. In 2019, she joined King Nett Wealth Management as the team’s next-gen advisor, supporting the legacy wealth planning across multi-generational families.

Additionally, as a Certified Plan Financial Advisor® professional and designated Merrill Retirement Benefits Consultant, Carson focuses on institutional retirement business. This niche focus positions her to work with business owners in the establishment and ongoing maintenance of employer sponsored retirement benefits.

Outside of work, Carson is a proud member of the Charlotte Tri Delta Alumnae Chapter and active supporter of St. Jude Children's Research Hospital. She is an avid runner, passionate Taylor Swift fan, and dog lover…especially her 4-year-old red lab, Gibbs.

Recognition
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Click here to learn more about advisor recognitions
About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Donna Di Maria Monks
Wealth Management Client Associate
704.339.2048
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Ryan Thrower
Wealth Strategies Advisor
Bank of America, N.A.
Deborah S Smith
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #505114
Dino J DiMeo
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Carson Cook is registered to do business in AZ, CA, DC, FL, GA, IN, MA, MD, NC, NM, NY, OH, PA, SC, TN, TX, VA, WA.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.