Frederick Cooke - UBS Financial Services Inc. is a team of dedicated Financial Advisors based in Chapel Hill, NC. With over 33 years of experience in the Financial Services Industry, they specialize in providing investment advice and strategies to Corporations, Institutions, and Technical Associations. Their expertise lies in formulating appropriate strategies through a strict process of manager selection, resource allocation, and annual spending analysis, helping clients meet their financial goals and needs.
As a part of UBS Financial Services Inc., a global leader in wealth management with $3.9 trillion in invested assets globally, Frederick Cooke and his team offer a knowledgeable perspective, good judgment, and broad experience to help clients navigate the complexity of today's markets and seize opportunities. They focus on liquidity management and provide insights and guidance on investment options, including equities and bonds, to help clients make informed decisions. With a strong emphasis on long-term planning and tailored solutions, Frederick Cooke and his team are committed to helping clients organize their finances and achieve their short-term needs and longer-term goals.
Generated from the website