Andrew B. Cook - Morgan Stanley Smith Barney Financial Advisor

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Welcome Education Associations Services Experience

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Associations

Cub Scouts
Volunteer Treasurer, Pack 41
University of Oregon Alumni Association
Middleridge Homeowners Association
Clifton, Virginia Lions Club

Services

Asset Management
401k Rollovers
Exchange Traded Funds
Financial Planning
Retirement Planning
Fixed Income
529 Plans
Estate Planning
Municipal Bonds
Socially Responsible Investing
Wealth Management
Lending Services

Education and Licensing

Masters - Public Policy, 1992
Duke University
Durham, NC
BA - Political Science
Minor - Economics, 1990
University of Oregon
Eugene, OR
Series 7 - General Securities Representative
Series 31 - Managed Futures & Commodities
Series 66 - Combined Investment Advisory Agent & Uniform State Exam
Life, Health and Long Term Care Insurance Licensed for Virginia
Financial Planning Associate Designation
Smith Barney Advisor Certified

Honors and Recognition

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Business Experience

2007 - Present: Morgan Stanley Smith Barney

Financial Advisor
Financial Planning Associate
McLean, VA
1992 - 2006: Internal Revenue Service

Senior Manager
Washington, DC

Bulletin Board

A change in employers can be an ideal time to decide what you want to do with your accumulated retirement funds. Whether it’s rolling over to an IRA or leaving the funds in your former employer’s 401(k) plan, call or email us to see how we can help you make informed decisions.
I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
See Market Insights for the May On the Markets from the Global Investment Committee featuring

• "Here We Go Again?" After strengthening earlier in the year, US economic data has begun to weaken. We saw this "growth scare" in 2010 and 2011, and in both cases, equity markets pulled back. Is this pattern going to repeat?

• "Seek Return of Capital via Dividends and Buybacks" In our view, return of capital remains an important theme in the US equity market. That means investors should seek companies that return capital to shareholders by raising dividends and/or buying their shares.

• "Q&A: Running With the Recession Forecast" Lakshman Achuthan, chief operations officer of the Economic Cycle Research Institute, speaks with Charles Reinhard, Morgan Stanley Smith Barney's deputy chief investment officer, about the economic indicators behind the forecast.

Plus, look for more on European equities, Treasury bonds, corporate bonds and municipal bonds.

Andrew B. Cook is licensed in the following state(s): AL, CA, CT, DC, FL, GA, KY, MA, MD, NC, NY, OR, SC, VA

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .

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