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Roy C
Series 63, Series 65
Lake Worth, FL
Merrill
Roy Cook is the Resident Director and Wealth Management Advisor at Merrill. He holds the CERTIFIED FINANCIAL PLANNER4 designation and has been a financial advisor since 1986. Roy has over twenty-five years of experience in wealth management, including roles as a Senior Portfolio Manager, where he builds and manages personalized strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He began his career with Bank of America in 1996 after working at a private financial planning boutique in Boca Raton. Roy's expertise includes family wealth management strategies, managing new wealth, portfolio management services, and small business strategies. He has served as a Regional Director for the Gold Coast and Treasure Coast region and is involved with the Boca Chamber of Commerce and Habitat for Humanity. Roy resides in Palm Beach with his wife Sharron and has been a South Florida resident for over forty years. His hobbies include boating, fishing, diving, boxing, cooking, football, and music.
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