Experience Makes all the difference

Annemarie Cook has been a Financial Advisor since 1995.  She started with Prudential Securities in 1995, and then moved to Morgan Stanley in 2000.  She joined UBS Financial Services Inc. in 2016.  She is a General Securities Representative, Investment Advisor Representative, and is licensed in Managed Futures.

In her role as Financial Advisor, she is responsible for analyzing client objectives, determining strategic and tactical asset allocation policies, selecting investment managers, and reviewing portfolio results. During these reviews, Annemarie compares the performance of the current investment strategy to a written plan to help ensure that each client is making progress towards achieiving their financial and lifestyle goals..

Annemarie studied abroad at the London School of Economics and the London School of Design, and she earned her Bachelor of Science degree from Marymount College- Fordham University.  She moved to Rochester in 1995 so her husband, Wade, could pursue his PhD in Optics at the University of Rochester.

Annemarie is an active volunteer with the community, and serves on a variety of boards, including the Seneca Waterways Council Boy Scouts of America and is a previous board member of Rapshaw Hunting and Fishing Club and Valley Manor.

Annemarie lives in Rochester with her husband, Wade.  They have two grown sons. In her spare time, Anneamarie is involved in competitive sailing, and is a member of the Rochester Yacht Club and the Sodus Bay Yacht Club.  She also enjoys kayaking and skiing, and is member of Hunt Hollow Ski Club.  Annemarie enjoys spending time with her family in the Adirondacks and at their family cottage on Sodus Bay.

 

Registered States:

AK, CA, CO, DE, FL, GA, IA, IL, MA, MD, MI, MO, MT, NC, NH, NV, NY, OH, OR, TN, TX, VA, WA