Cook Wealth
Kim C. is an experienced wealth advisor currently serving at Cook Wealth since October 2022 after holding the position of Associate Wealth Advisor. Prior roles include Controller at 410 Medical and HRTMS, and Tax Analyst at BMC - Building Materials and Construction Solutions. At BMC, notable achievements include leading a successful tax calendar implementation and preparing complex tax returns post-merger. Previous experience as a Tax Accountant at EY involved preparing federal and state tax returns for various industries and managing substantial project budgets. Kim C. also has a background as an Accounting Clerk Intern at the Law Offices of Pamela Harrigan-Young, and as a Training Coordinator at the State Employees Credit Union, enhancing training programs and office management processes. Academic qualifications include a Master's of Accounting from UNC Kenan-Flagler Business School and a B.S. in Economics from North Carolina State University.
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Cook Wealth
As life becomes more complex, money starts to feel overwhelming. Our team helps to handle your finances, so you can live life empowered. We know life is complicated and it’s a challenge to feel confident in financial decisions you make on your own. Our experienced team of financial advisors, tax experts and investment managers partner with you to create a smart, customized financial strategy that fits your life stage, circumstances and priorities. We’ll support you in every aspect of your financial life so you can have a clear plan to do what matters most to you. You’ll be able to give more, save more and have the flexibility and resources to face any challenge. We’re a boutique firm with the expertise and collective knowledge to handle: • Financial services • Investments • Tax consulting and optimization • Estate planning • Retirement planning • Business changes and succession planning Based in Raleigh, North Carolina, we work with clients all over the country. When you’re ready to work with a team who values you and your finances, call Cook Wealth.