The Cook Group
A thought leader with over 25 years of experience advising successful business owners and executives. Whether you’re selling a business or stepping away from a C-suite role, the transition requires more than just numbers. My team helps successful people turn years of work into financial independence and family legacy.
For business owners, we guide the exit planning process from start to finish—helping them maximize the value of their business through a customized plan that aligns business, personal and financial goals. As a CEPA® professional, Rob uses a framework which helps to ensure their transition is not just successful, but strategic—preserving wealth and legacy for generations to come.
For executives, Rob provides guidance on equity compensation, cash flow planning, risk management, and tax-efficient strategies to help them move smoothly from the boardroom into retirement or their next phase of life.
We believe that wealth management is more than numbers—it's about creating a clear picture of your future. That's why, from the start, we talk about your aspirations and encourage you to ask questions about the issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan designed to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come.
Our approach combines personalized strategies, customized planning, and ongoing stewardship. As advisors and connectors, we draw on Merrill's extensive investment platform and resources to deliver thoughtful, integrated solutions tailored to your goals.
Outside of work, we value family, community, and lifelong learning. These principles guide how we serve our clients—with integrity, transparency, and a commitment to helping them achieve what matters most.
CEPA®, CFP®, CPWA®
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.
