LWM Welcomes Our New Advisor, Drew Cook

Drew Cook, CFP® is a Charlotte, NC fee-only financial planner.  He joined Level Wealth Management because of his shared priorities to always serve clients as a fiduciary and to let financial planning drive fees instead of an account balance.

Drew graduated from Appalachian State University in 2014 and joined Vanguard’s team that focused on helping clients implement efficient portfolios and consolidating their assets.  After passing the Certified Financial Planner™ exam and desiring deeper relationships with a select group of clients, Drew joined an independent financial planning firm in Charlotte that concentrated on retirement planning and distribution strategies throughout retirement.  In that role, he also created the firm’s model portfolios and managed hundreds of investment accounts.

When outside of the office, Drew loves to spend time outdoors with his wife Mason and their Australian Shepherd “Watson”. While they both grew up in and still cherish the mountains of Asheville, they have found great community and established roots in the city of Charlotte. You can often find Drew running on the greenway, mountain biking, cheering on Charlotte FC, or planning his next snowboard trip to reminisce on his competition days.

What brought you to LWM?

I am attracted to the smaller firm model because of the capacity to build deeper relationships with select clients combined with the ingrained foundation of keeping their best interest first.  Bigger firms can drive more efficiency with scale and duplication, but often abandon the flexibility to tailor customized solutions for a client’s unique goals and aspirations.  Everyone’s journey through life is different and it is important to be a part of an organization that has intentionally created the necessary space to meet clients where they are today and where they desire to be.

Drew, How do you feel about your choice to provide financial advice to clients?

I honor and respect the opportunity to partner with our clients and to be an advocate for what matters the most to them.  I understand the weight that trust carries and thoroughly enjoy the responsibility of outlining the impact of different financial decisions on our client's goals and ambitions. I enjoy operating in an industry that marries technical analytics and numbers with real-world personal decisions, sometimes difficult to quantify, where we ultimately don't know what tomorrow will bring.