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BC

Brian Cook

Partner at Cwa Asset Management Group, LLC

Nashville, TN , United States

About

Brian Cook is a Founder and Partner at Capital Wealth Advisors, Inc. based in Nashville, Tennessee, where he leads strategic client relationships and oversees wealth management operations for a diverse clientele. His responsibilities include guiding high-net-worth individuals, families, and business owners with customized investment strategies and comprehensive financial planning. Brian specializes in multi-asset portfolio construction, including equities, fixed income, and alternative investments.

With over two decades of experience in the investment advisory sector, Brian has played a key role in building Capital Wealth Advisors' regional presence and has developed expertise in portfolio management, retirement planning, and risk mitigation strategies. Though detailed coverage of specific sectors or industries is not publicly disclosed, his role indicates a broad focus across asset classes tailored to client objectives.

Brian holds a Bachelor of Science in Business Administration with a concentration in Finance from the University of Tennessee, Knoxville. His commitment to fiduciary standards and client-focused results is reflected in his longstanding reputation in the Nashville financial advisory community.

Career History

OrganizationRoleDate RangeDetails
Capital Wealth Advisors, LLCPartnerUnknown to Present

Education

University of Tennessee

2002

University of Tennessee, Knoxville

Bachelors, Business Administration, Finance

1998 2002

Hendersonville High School

2000

Skills & Expertise

Leadership
Business Strategy
Management
Project Management
Business Development
Change Management
Sales
Investments
Financial Analysis
Securities
Strategic Planning
Strategic Financial Planning
Finance
Wealth Management
Insurance
Portfolio Management
Investment Advisory
Valuation
Mergers and Acquisitions
Retirement Planning
Risk Management
Financial Planning
Public Speaking
Microsoft Office
Hedge Funds
Retirement
Sales Management
Financial Modeling
Due Diligence
Fixed Income
Financial Services
Microsoft Excel
Corporate Finance
Equities
Banking
Estate Planning
Asset Management
New Business Development
Private Equity
Wealth
Alternative Investments
Capital Markets
Investment Strategies
Mutual Funds
Asset Allocation
Investment Banking
Investment Management
Financial Advisory
Series 7
Credit

Others at Cwa Asset Management Group, LLC (6)

NameRoleLocation
B
Blaine Ferguson
PartnerNaples, FL , United States
Lewis Johnson
Lewis Johnson
Chief Investment Officer and Managing PartnerNaples, FL , United States
M
Matt Hickey
PartnerOmaha, NE , United States
Philip Brody
Philip Brody
PartnerCharlotte, NC , United States
Hunter Grand
Hunter Grand
Associate TraderFort Myers, FL , United States
Santiago Mosquera
Santiago Mosquera
Associate TraderFort Myers, FL , United States

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