At AFGAS, our mission is to empower our clients in achieving what truly matters to them. We foster enduring relationships by prioritizing our clients' interests above all else. Through our holistic and consultative approach, we assist our clients in safeguarding and expanding their wealth, allowing them and their loved ones to focus on what matters most to them in life.Registrations: CFP® Certification, CPFA® Credential, Series 7, Series 66, Life and Health Insurance (NC)As an advisory representative, Haley Ellis offers advisory services through Allegiance Financial Group Advisory Services, LLC (AFGAS). Securities offered through appropriately registered representatives of the Strategic Financial Alliance, Inc (SFA), member FINRA, SIPC. AFGAS is unaffiliated with SFA. Supervising office: 678.954.4000.Investments in securities involve risk, including the potential loss of principal invested. Opinions expressed herein are those of the author and do not necessarily reflect those of The Strategic Financial Alliance, Inc., its officers, directors, employees or associated persons.We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site.

***As of November 1, 2023, Cooke Capital has rebranded to Allegiance Financial Group Advisory Services.***Cooke Capital is a wealth management firm providing highly personalized financial planning and investment management services. Based in Goldsboro and Wilmington, N.C., Cooke Capital works to help clients achieve their financial and life goals, helping them find confidence in their financial direction and freedom to focus on the rest of their lives.Registrations: CFP® Certification, CPFA® Credential, Series 7, Series 66, Life and Health Insurance (NC)Securities Offered Through The Strategic Financial Alliance, Inc. (SFA), Member FINRA/SIPC. Investment Advisory Services Offered Through Allegiance Financial Group Advisory Services, LLC (AFGAS). Cooke Capital and AFGAS Are Unaffiliated With SFA. Supervising Office: 678.954.4000.Investments in securities involve risk, including the potential loss of principal invested. Opinions expressed herein are those of the author and do not necessarily reflect those of The Strategic Financial Alliance, Inc., its officers, directors, employees or associated persons.We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site.

Developed diversified investment portfolio recommendations based on risk tolerance and client objectives. Structured client portfolios and created reports leveraging data from Wealthscape, eMoney, and Morningstar. Managed record-keeping of financial transactions, scheduling, and compliance duties.Responsible for the end-to-end execution of client appreciation events and alternative investment educational workshops while streamlining day-to-day operations to promote efficiency and centralization.