Margo Cook, a Certified Fund Raising Executive (CFRE) and Chartered Advisor in Philanthropy (CAP) with more than a decade of professional nonprofit management and finance experience has joined 1 North Wealth Services, as an Investment Advisor Representative.
For the past ten years, Cook has served in development director roles for Anne Arundel Medical Center Foundation, United States Naval Academy Foundation, and the University of Miami.
1 North Wealth is a fee-only financial management and advisory firm providing customized investment management and financial plans for clients. The firm works closely with each individual and family to ensure that their investments match their goals through active management and constant communication. The main office is located in Annapolis, MD with satellite services in Centreville, MD and Dagsboro, DE. Margo Cook will join the team as a local representative servicing Maryland’s Eastern Shore, where she resides with her husband and two children. In addition to providing investment management services and financial planning to clients, Margo also serves as a philanthropic advisor.
Jim Brennan, Managing Partner of 1 North Wealth Services praised Cook’s qualifications and went on to say, “Margo is dedicated and passionate about helping people and families plan for the future, enjoy the present, and live the lives they have always dreamed of. Margo has a proven track record of success in strategic planning and excels in wealth management. Her central focus has always been what is best for her clients. She is passionate about the arts, financial education, healthcare, the Chesapeake Bay, and the welfare of children; we are pleased to welcome her to our team.”
Margo is a graduate of the University of Miami and St. Mary’s High School in Annapolis, MD. She has deep roots in the community and intends to continue to invest in the success and betterment of the local community. The Cook family has been on the eastern shore for more than 40 years and been a part of the local waterman industry for more than 35 years.
Margo serves on the board of the Association of Fundraising Professionals-MD, the Chesapeake Planned Giving Council, and The Betty Effect. She is also a member of the Annapolis Library Development Committee, Special Olympics MD Development Committee, the Christ Church Episcopal Day School Development Committee, and serves as an Anne Arundel Medical Center Patient & Family Advisor. She is a member of Anne Arundel Women Giving Together (AAWGT). She also supports and volunteers with other various nonprofits throughout the region as a consultant and an advocate.
For more information about 1 North Wealth Services, visit http://www.1northwealthservices.com/