Understanding the professional designations of your advice team can help truly identify how all the individual puzzle pieces work in unison to create your ideal portfolio.

In this episode, Jason brings along his colleague – financial advisor Derek Williams from Cook Wealth. They talk about investment approach, specialized services, and how navigating a portfolio is not to be done solo. 

Jason and Derek discuss: 

• Common questions clients ask when investing with Cook Wealth
  
• The difference between a financial planner and a financial advisor
  
• Some important investing tips
  
• And more
  

Resources:

• Linkedin: Cook Wealth 
  
• Cook Wealth 
  

Connect with Derek Williams:

• Cook Wealth: Derek Williams
  
• LinkedIn: Derek Williams
  

Connect with Jason: 

• Linkedin: Jason Deshayes