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Advisor Amy Cook accomplishes professional goals, proves power of women advisors

Amy Cook accomplishes professional goals 

When financial advisor Amy Cook completed her Master of Science Degree in Personal Financial Planning (MSPFP) and earned the Master Planner Advanced Studies (MPAS®)1 designation, little did she know that as a financial advisor at Waddell & Reed, Inc., her accomplishment would coincide with the firm being ranked among the top broker-dealers in number of women advisors2. Or that she would be a real-life example of what the firm supports as a partner to three organizations focused on encouraging women’s involvement in financial and technology careers: Rock the Street Wall Street, offering financial and investment literacy education to high school women; Forte Foundation and Kansas City Women in Technology, connecting and increasing the number of women in the financial and technology industries.3

Amy’s Story

Amy became a financial advisor at Waddell & Reed in 2009, shortly after her father’s unexpected death. Also a small business owner, her father was the source of her entrepreneurial spirit; however, his death left the family feeling overwhelmed.

“I knew my dad would have wanted everything to be as easy as possible for my mom and the kids, but there were areas of planning that were left undone,” she says. “It was then that I realized I wanted to learn everything I could about financial planning so that I could help others avoid these mistakes and leave a legacy by design.”

In her 11 years as a financial advisor, one could conclude that Amy has done her father proud. In addition to her recent graduate degree and MPAS designation, she’s also earned the CFP® certification and CDFA® designation. She’s a six-time qualifier for Waddell & Reed’s Crest award and, ranking No. 46 among the firm’s advisors in 2019, an Advisor Medalist: Platinum qualifier.4

Why a Master of Science Degree in Personal Financial Planning?

Amy’s motivation to pursue the MSPFP with MPAS designation stemmed from a desire to deepen her financial planning knowledge around strategies and solutions. Ultimately, she wants to provide more value to her clients.

“My clients have worked hard for everything they have, but many do not know if it equates to success in retirement,” she says. “Through my expanded knowledge gained through this graduate degree, I can better help them define what they want in the long and short term. Their financial plan itself will help illustrate if reality aligns with their goals.”

She is quick to point out that her practice success would not be possible without the trust and strong relationships she enjoys with her clients. Building on that gratitude, she also credits the field leaders who have supported her through the years.

“I have been lucky to have worked with many leaders with the hearts of teachers. I so admire them for their dedication and passion in helping advisors grow into competent and successful financial professionals,” says Amy.

She is proud to include daughter Emma and longtime assistant Monica as members of her team. “They work so hard every day to make sure things run smoothly behind the scenes. I’m so thankful for their support,” says Amy.

Her practice – Maven Lane Financial Group – serves the San Mateo, California, area and works primarily with pre-retirees and retirees, as well as executives and business owners.

Amy Cook offers securities and investment products and services through Waddell & Reed, Inc. (WRI), Member FINRA/SIPC. Maven Lane Financial Group is a separate entity from WRI.

1 Individuals who hold the MPAS designation have completed a Master of Science degree with a major in personal financial planning. The program, offered through the College for Financial Planning, consists of 36-43 credits and delves deeply into personal financial planning or investment-related content.
2 Financial Planning Magazine, June 2020. Ranking of 51 independent broker-dealers based on 2019 data. Waddell & Reed, Inc. ranked third in percentage of women advisors. Annual rankings are not indicative of future success or results and should not be construed as an endorsement of the firm.
3 WRI is not affiliated with the organizations listed
4 The sales awards are presented annually by WRI and are based on total gross revenue. The awards are not based on any client experience and are not indicative of the advisor’s future performance. For more information regarding the awards and years received please contact WRI.

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