Drew Cook, CFP<sup>&reg;</sup> - Financial Advisor

Drew Cook, CFP®

Financial Planner

Level Wealth Management

6135 Park South Drive, Suite 510
Charlotte, NC 28210
FINANCIAL ADVISOR'S WEBSITE
(704) 312-2490 CONNECT WITH Drew
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General

Drew Cook is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Level Wealth Management in Charlotte, NC and the surrounding communities.

Financial Advisor Overview

Drew Cook, CFP® is a Charlotte, NC fee-only financial planner with Level Wealth Management. LWM shares his priorities to always serve clients as a fiduciary and to let financial planning drive fees instead of an account balance. Utilizing a flat retainer fee structure that is not based on how much a client has in assets, LWM partners with clients to construct the roadmap to retirement, create intelligent portfolios, and focus on minimizing taxes. Drew meets virtually with clients and in-person in Charlotte and Greensboro.

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Financial Advisor Experience

Drew graduated from Appalachian State University in 2014 and joined Vanguard’s team that focused on helping clients implement efficient portfolios and consolidating their assets. After passing the Certified Financial Planner™ exam and desiring deeper relationships with a select group of clients, Drew joined an independent financial planning firm in Charlotte that concentrated on retirement planning and distribution strategies throughout retirement. In that role, he also created the firm’s model portfolios and managed hundreds of investment accounts. When outside of the office, Drew loves to spend time outdoors with his wife Mason and their Australian Shepherd “Watson”. While they both grew up in and still cherish the mountains of Asheville, they have found great community and established roots in the city of Charlotte. You can often find Drew running on the greenway, mountain biking, cheering on Charlotte FC, or planning his next snowboard trip to reminisce on his competition days.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Disclaimer

Level Wealth Management LLC is an Investment Adviser registered with the Securities & Exchange Commission (SEC), principally located in the state of NC.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Retirement, Life Planning, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources