Margo Cook, with years of professional finance, philanthropic and fundraising experience and more than a decade of nonprofit management experience, has joined 1 North Wealth Services as an Investment Advisor Representative.
For the past ten years, Cook has served in development director roles for Anne Arundel Medical Center Foundation, United States Naval Academy Foundation, and the University of Miami.
1 North Wealth is a fee-only financial management and advisory firm providing customized investment management and financial plans for clients. The firm works closely with each individual and family to ensure that their investments match their goals through active management and constant communication. As a fee-only firm, they do not sell insurance or investment products and, as such, are a trusted fiduciary for their clients. The main office is located in Annapolis, MD and has been in existence for more than 30 years, with satellite services in Centreville, MD and Dagsboro, DE. Margo Cook will join the team as a local representative servicing Maryland’s Eastern Shore, where she resides with her husband and two children. In addition to providing investment management services and financial planning to clients, Margo also serves as a philanthropic advisor.
Jim Brennan, Managing Partner of 1 North Wealth Services praised Cook’s qualifications and went on to say, “Margo is dedicated and passionate about helping people and families plan for the future, enjoy the present, and live the lives they have always dreamed of. Margo has a proven track record of success in strategic planning and excels in wealth management. Her central focus has always been what is best for her clients. She is passionate about the arts, financial education, healthcare, the Chesapeake Bay, and the welfare of children; we are pleased to welcome her to our team.”
Margo is a graduate of the University of Miami and St. Mary’s High School in Annapolis, MD. She has deep roots in the community and intends to continue to invest in the success and betterment of the local community in any way she can for many years to come. The Cook family has been on the eastern shore for more than 40 years and been a part of the local waterman community for more than 35 years.
Cook serves on the board of the Association of Fundraising Professionals-MD, the board of the Chesapeake Planned Giving Council, and the board of The Betty Effect. She is also a member of the Annapolis Library Development Committee, and Special Olympics MD Development Committee, the Christ Church Episcopal Day School Development Committee, the Wye River Upper School Fall Fundraiser Committee and serves as an Anne Arundel Medical Center Patient & Family Advisor. She also supports and volunteers with other various nonprofits throughout the eastern shore region as a consultant and an advocate.