Dave McDougall

Chief Advisory Officer at Cook Wealth

Dave McDougall, MBA, CFP® is currently the Chief Advisory Officer and Senior Wealth Advisor at Cook Wealth since January 2019. Previously, Dave worked as a Financial Advisor at Consolidated Planning, Inc. from April 2018 to December 2018, and held various roles such as Financial Consultant, Investments Consultant, and Financial Representative at Fidelity Investments from June 2010 to March 2018. Dave is currently pursuing an Executive MBA at UNC Kenan-Flagler Business School, after completing their undergraduate degree at the University of New Hampshire in 2010.

Links

Previous companies

Fidelity logo
Consolidated Planning, Inc. logo

Org chart