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Shane Cooke
Financial Advisor
Shane Cooke is a dedicated financial advisor with expertise in guiding families through their financial concerns such as retirement planning, college savings, tax management, wealth preservation, and inheritance.
Shane adopts a consultative approach to understand the unique values and goals of his clients, enabling him to offer personalized recommendations tailored to their specific needs.
He holds a Bachelor's Degree from the University of Virginia and has gained valuable experience working as a Financial Advisor at Merrill Lynch Wealth Management and as Deputy Executive Director at the Code of Support Foundation.
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Location
Washington DC-Baltimore Area
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