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Martha Cook

Operations Manager

(630) 597-4484

My Story

Martha Cook is the Operations Manager at Advocate Wealth Management, where she is responsible for managing day to day activities regarding client servicing, organizational processes, and coordinating assistance to employees including regularly scheduled training and compliance updates. She thrives on improving the quality, productivity, and efficiency of the work flow and office environment.

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Martha completed her Masters in Human Services from Southeastern University. While completing her degree she interned at the People’s Resource Center in Wheaton assisting in their financial services program for those in need of short term funds. Martha then began her career in Client Services within the financial industry. She started as a Private Client Associate with Raymond James becoming familiar with the wealth management field and then ventured over to the banking industry as a Commercial Relationship Administrator at First Eagle Bank assisting with loan processing before joining Advocate Wealth Management.

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Martha is a native of Florida and one of eight children. She enjoys being with her family, baking, organizing, drawing/painting, traveling, and quality time with friends. She makes a modest blueberry pie, and would love to own and run a bed and breakfast one day. 

© 2025 by Advocate Insurance Agency

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This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

 

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through USAdvisors Wealth Management LLC, Shawn Cook, Representative. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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