About Us Charlie Cooke

Charlie Cooke has more than a decade of financial services experience both in North Carolina and New York.

Charlie attended the University of North Carolina at Chapel Hill and has a BA in Economics.

Believing in the importance of being able to address the full range of his clients' financial needs, he is both a wealth advisor and a life, accident and health insurance agent. He is also a licensed Certified Financial Planner™.

Charlie is committed to giving back to his community. He has worked on behalf of The Boys & Girls Club of Raleigh and is a member of the Military Affairs Committee at Seymour Johnson Air Force Base in Goldsboro.

Charlie has offices in Wilmington where he resides and also in Goldsboro.