“Go in with an open mind, step outside your comfort zone, maybe talk with someone you typically wouldn’t – I promise you it’s going to be one of the most rewarding things you’re going to experience.”
Client Centric Advisors serves people of all walks of life – the firm’s work revolves around the client, no matter what size their accounts might be. As an Accredited Investment Fiduciary®, Registered Principal, and Investment Advisor Representative, Von Cook says it comes down to providing genuine customer service to all clients and fellow financial professionals. Don’t miss Episode 151: Walking in Their Shoes, to hear about:
- Von’s recent election to the Financial Services Institute’s (FSI) Board of Directors and what he hopes to accomplish in this role
- His journey from med student to financial professional
- How he learned to step outside his comfort zone
- The importance of financial wellness and literacy
Listen to the full episode to follow Von’s journey!
About Von D. Cook II of Client Centric Advisors
Von D. Cook II is an Accredited Investment Fiduciary®, Registered Principal and Investment Advisor Representative for individuals, entrepreneurs and business owners, helping them accrue and manage their wealth. With twenty years of experience in the Securities industry, Von specializes in active asset management and comprehensive financial planning. Through working with hundreds of financial advisors, Von knows firsthand how critical the role of an OSJ Manager is to the success of breakaway financial advisors.
Von launched his career as an Investment Advisor Representative with Morgan Stanley in the early 2000’s before transitioning to ING Financial Partners as an OSJ Manager. Over the next decade, Von’s commitment to his clients’ best interests, combined with his depth of experience in OSJ Management, led him to launch Client Centric Advisors in 2018 under Cambridge Investment Research. As a member of Cambridge’s Compliance & Supervisions Advisory Council and a Cambridge Premiere Club top producer, Von frequently appears on leadership panels to present his experience, advice, and best practices.
Von holds FINRA Certifications including General Securities Representative (Series 7), General Securities Principal (Series 24), Uniform Combined State Law (Series 66), Future Managed Funds (Series 31), and State Insurance Licenses. As a member of Florida Vistage, Von collaborates and advises other leading CEOs and business owners to achieve next-level results for their companies, clients, and themselves.
Von holds a Bachelor of Science in Information Systems with a minor in Business from Florida State University.
Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: AL, AZ, AK, CA, CO, CT, DE, DC, FL, GA, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NY, NC, OH, OK, PR, RI, SC, SD, TN, VA, WA, WV, WI. Cambridge and Client Centric Advisors are not affiliated.
About Cambridge Stronger
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.
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