As Wealth Management Advisor, Robert Cook serves as your wealth management coordinator and consultant. Robert collaborates closely with you and an experienced team of Fifth Third specialists to deliver the right investment solutions for your objectives.
EducationMBA in Finance from Georgia State University, Atlanta, GA
Bachelor’s degree from Lipscomb University, Nashville, TN
Professional Experience & Areas of FocusA veteran of banking for 20 years, Rob has experience in investment management, financial planning, banking services and insurance. For the past 15 years, he has served affluent clients as their primary advisor and is a Wealth Management Advisor in the Private Bank for Fifth Third Bank. In this role, Rob handles all of his clients' financial affairs and is responsible for various aspects of wealth management including Wealth Planning, Investment Management and Trust, Brokerage, Private Banking and Insurance services. Rob specializes in working with business owners, corporate senior executives, and individuals inheriting wealth to help simplify their financial complexities.
Licenses & Professional Designations
- Life Insurance
- Investment Advisor Representative (Series 66)
- Registered General Securities Representative (Series 7)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)