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  • Writer's pictureHaley Tolitsky, CFP®, CPFA®

Cooke Capital, Inc. invited to participate in the Closing Bell Ceremony at the NY Stock Exchange



Cooke Capital, Inc. is excited to announce that financial advisors, Charlie Cooke, CFP® and Haley Tolitsky, CFP®, have been invited to be a guest to ring the Closing Bell of the New York Stock Exchange (NYSE) on Friday, May 20, 2022 at 4:00 pm ET.


Avantis Investors®, a $10 billion investment offering from global asset manager American Century Investments®, will be hosting Cooke Capital, Inc., to celebrate the further expansion of its investment capabilities with the launch of its first three environmental, social and governance (ESG) exchange traded funds (ETFs). Each fund, listed on the New York Stock Exchange (NYSE Arca, Inc.) relies on a proprietary systematic investment approach that combines the latest in financial science with common sense investment principles.


About Cooke Capital, Inc.


Cooke Capital, Inc. is an advisory firm based out of North Carolina that helps individuals, families and employers provide wealth management services with a level of personalization that only a boutique firm can offer. The firm specializes in assisting dentists and doctors build and manage wealth through all stages of their life.


Also powered by Cooke Capital, Inc. is Dental 401(k), which manages an innovative retirement solution that has been positioned to revolutionize the retirement industry, only becoming available for business owners in 2021.


Cooke Capital, Inc. works closely with Avantis Investors® to help clients achieve their investment goals through a persistent focus on providing well-diversified investment solutions. For more information about Cooke Capital, Inc., please visit https://cookecapital.com/ and https://www.dental401k.com/.


The closing bell ceremony is scheduled for 4:00 pm E.T., which the NYSE will livestream on its website: https://www.nyse.com/bell.


 

Charles Cooke, CFP® and Haley Tolitsky, CFP® are CERTIFIED FINANCIAL PLANNERS ™ with Cooke Capital, a wealth planning and investment management firm specializing in the needs of dentists, and Dental 401(k), an innovative retirement plan solution for dental practices.


Securities offered through The Strategic Financial Alliance, Inc. (SFA), Member FINRA, SIPC. Advisory services offered through Allegiance Financial Group Advisory Services, LLC (AFGAS). SFA, AFGAS, and Cooke Capital, Inc. are not affiliated. Cooke Capital, Inc. and Avantis Investors are not affiliated. Supervising office: 678-954-4000.

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