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Robin Cook
Sr. Vice President, Sr. Prosperity Advisor at Suncoast Equity Management
About
Robin L. Cook serves as Senior Vice President and Senior Prosperity Advisor at Suncoast Equity Management, based in Sanibel, FL. In this role, she leads comprehensive wealth management strategies for high-net-worth individuals, families, foundations, and nonprofits in the Sanibel, Captiva, and Southwest Florida markets, specializing in investment analysis, estate planning, and long-term wealth preservation and growth.
With over 30 years of experience in the financial services industry, Robin previously held senior leadership positions at The Sanibel Captiva Trust Company, Regions Bank, and Fifth Third Bank, developing a strong track record in new business development, client retention, and fiduciary advisory services. Her investment focus centers on growth equity strategies—seeking investments with strong margins of safety—which have produced long-term returns above the S&P 500, while maintaining lower volatility and risk exposure for her clients.
Robin holds multiple prestigious credentials, including Certified Wealth Strategist (CWS®), Certified Trust Fiduciary Advisor (CTFA®), and is Series 65 licensed. She is a graduate of the ABA Graduate School of Banking at the University of Florida and the Cannon Financial Institute. Robin’s contributions to the field and the local community have been recognized with numerous leadership roles and honors, including being named the Sanibel Captiva American Business Woman of the Year in 2013.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Suncoast Equity Management, LLC | Sr. Vice President, Sr. Prosperity Advisor | Oct 2022 to Present | As Sr Vice President of Suncoast Prosperity Advisors, the wealth management division of Suncoast Equity Management LLC., I have the pleasure of leveraging my 25 years of financial experience to provid... |
| Suncoast Equity Management, LLC | Executive Vice President Wealth Services Sanibel-Captiva Market | May 2022 to Oct 2022 | I am part of the Suncoast Equity Management team, providing comprehensive investment and wealth management services to preserve, enhance and perpetuate our client's assets. Our high standards of condu... |
| Sanibel Captiva Trust Company | Executive Vice President Certified Wealth Strategist, Certified Trust and Fiduciary Advisor | Oct 2013 to Dec 2021 | Providing high net worth clients superior service, and support to create, manage, and preserve wealth. I help the trust company maintain its strong client service commitment while developing new busi... |
| Regions Bank | Vice President Wealth Advisor Certified Wealth Strategist | May 2008 to Oct 2013 | Providing high net worth clients unlimited access, service, and support to create, manage, and preserve wealth. My meaningful and caring approach adds value, convenience, and long lasting relations... |
| Fifth Third Bank | Private Banker Vice President | Jan 2004 to Jan 2008 | Orchestrated customized comprehensive wealth solutions for high net worth clients aimed at preserving, protecting and growing wealth. Successfully retained and expanded existing client services while ... |
| First National Bank | Branch Manager Vice President | Jan 1991 to Jan 2004 | — |
| Bank of The Islands | Operations Specialist | Jan 1985 to Jan 1987 | — |
Education
Cannon Financial Institute
Trust 1
2019 — 2021
Cannon Financial Institute
CTFA, Trust Education
2019 — 2021
Cannon Financial Institute
Certified Wealth Strategist Cannon Financial, Wealth Managment
2010 — 2013
Graduate School of Banking at UF
American Banker's Association Graduate School of Banking
2004 — 2006
Cannon Financial Institute
Certified Wealth Strategist, Wealth Management
high school
Skills & Expertise
Others at Suncoast Equity Management (6)
| Name | Role | Location |
|---|---|---|
C Cheeroke Townsend | Co-Portfolio Manager and Equity Research Analyst | Tampa, FL , United States |
| Sr. Vice President, Sr. Prosperity Advisor | Tampa, FL , United States | |
| Vice President of Business Development and Projects | FL , United States | |
| President | Tampa, FL , United States | |
| President, Suncoast Prosperity Advisors |Financial and Estate Planning Solutions| | FL , United States | |
| Relationship Manager | Odessa, FL , United States |
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