Steve Cooke, Cfp®
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Steve Cooke, Cfp® Email & Phone Number

Financial Advisor at Benjamin F. Edwards & Co.
Location: Greater Tucson Area, United States 3 work roles 1 school
1 work email found @benjaminfedwards.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

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Work email s****@benjaminfedwards.com
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Current company
Benjamin F. Edwards & Co.
Role
Financial Advisor
Location
Greater Tucson Area, United States
Company size
340 employees

Who is Steve Cooke, Cfp®? Overview

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Quick answer

Steve Cooke, Cfp® is listed as Financial Advisor at Benjamin F. Edwards & Co., a with 340 employees, based in Greater Tucson Area, United States. AeroLeads shows a work email signal at benjaminfedwards.com and a matched LinkedIn profile for Steve Cooke, Cfp®.

Steve Cooke, Cfp® previously worked as Financial Advisor, Portfolio Manager at Morgan Stanley and Branch Manager Valdosta, GA Branch at Morgan Stanley Smith Barney. Steve Cooke, Cfp® holds Bs Business Management, Business from Virginia Polytechnic Institute And State University.

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Email format at Benjamin F. Edwards & Co.

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*@benjaminfedwards.com
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Profile bio

About Steve Cooke, Cfp®

Steve entered financial services because he has always wanted to help others. Growing up, he watched his father save lives as a firefighter and felt that he could help others by preserving and enhancing their wealth, which in turn would help his clients protect those they hold most dear. A veteran of the wealth management industry, Steve believes in listening closely to each client; and being authentic and straightforward in his communication. As a result of his premier certifications and nearly three decades of experience, he is able to clarify complex financial concepts for his clients and provide them with a clear understanding of the global capital markets and sophisticated financial instruments. His clients find this education valuable while collaborating with him to plan their long-term financial goals. Known for his friendliness and professionalism, Steve develops trusting relationships with his clients by being accountable and responsive. Over the years, he has built meaningful, family-like relationships by being thoughtful and accessible.Among Steve’s numerous roles in the group, he is responsible for portfolio management. As a Certified Financial Planner® Steve is credentialed to analyze stocks and bonds; and manage personal and institutional investment portfolios on a discretionary basis. Specialized training as an Accredited Domestic Partnership Advisor® enables him to deliver in-depth knowledge to his clients regarding wealth transfers, federal taxation, and planning for financial and medical end-of-life needs for domestic partners. Steve is also a Chartered Retirement Plans Specialist®, the nation’s leading credential for designing, installing and maintaining company retirement plans.

Current workplace

Steve Cooke, Cfp®'s current company

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Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
Financial Advisor
st. louis, missouri, united states
Website
benjaminfedwards.com
Employees
340
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3 roles

Steve Cooke, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Advisor, Portfolio Manager

Morgan Stanley

Tucson, Az

Areas of Focus: Endowments and Foundation Services, Financial Planning, Retirement Planning, Professional Portfolio Management, Wealth Management, Qualified Retirement Plans, Corporate Retirement Plans, Long-term Care Insurance, LGBT Planning Services, Planning for Education Funding, and Cash Management and Lending Solutions © 2018 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor… Show more Areas of Focus: Endowments and Foundation Services, Financial Planning, Retirement Planning, Professional Portfolio Management, Wealth Management, Qualified Retirement Plans, Corporate Retirement Plans, Long-term Care Insurance, LGBT Planning Services, Planning for Education Funding, and Cash Management and Lending Solutions © 2018 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlFor more information on the designation(s) listed above, go to https://fa.morganstanley.com/theoldpueblogroup/Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives. Show less

Apr 2006 - Sep 2019

Branch Manager Valdosta, Ga Branch

Morgan Stanley Smith Barney
Apr 2001 - Apr 2006
Team & coworkers

Colleagues at Benjamin F. Edwards & Co.

Other employees you can reach at benjaminfedwards.com. View company contacts for 340 employees →

TW Todd W A Brunner, Aams, Cka Todd W A Brunner, Aams, Cka Colleague at Benjamin F. Edwards & Co.Decatur, Illinois, United States View → CM Colleen Moretti Colleen Moretti Colleague at Benjamin F. Edwards & Co.Northfield, New Jersey, United States View → MG Matthew G. Bishop, Cfp® Matthew G. Bishop, Cfp® Colleague at Benjamin F. Edwards & Co.Midland, Michigan, United States View → JE Jennifer Espinoza Jennifer Espinoza Colleague at Benjamin F. Edwards & Co.Hobart, Indiana, United States View → LN Lolita Nettles Lolita Nettles Colleague at Benjamin F. Edwards & Co.Panama City, Florida, United States View → CM Chris Mcnew, Ricp® Chris Mcnew, Ricp® Colleague at Benjamin F. Edwards & Co.Harrison, Arkansas, United States View → SM Sandy Maloney Sandy Maloney Colleague at Benjamin F. Edwards & Co.Greater St. Louis, United States View → LK Laura Karr Laura Karr Colleague at Benjamin F. Edwards & Co.Harrison, Arkansas, United States View → FW Frances Williams Frances Williams Colleague at Benjamin F. Edwards & Co.Decatur, Illinois, United States View → TR Tim Reese Tim Reese Colleague at Benjamin F. Edwards & Co.Springfield, Missouri, United States View →
1 education record

Steve Cooke, Cfp® education

  • Virginia Polytechnic Institute And State University
    Virginia Polytechnic Institute And State University
    Business
FAQ

Frequently asked questions about Steve Cooke, Cfp®

Quick answers generated from the profile data available on this page.

What company does Steve Cooke, Cfp® work for?

Steve Cooke, Cfp® works for Benjamin F. Edwards & Co..

What is Steve Cooke, Cfp®'s role at Benjamin F. Edwards & Co.?

Steve Cooke, Cfp® is listed as Financial Advisor at Benjamin F. Edwards & Co..

What is Steve Cooke, Cfp®'s email address?

AeroLeads has found 1 work email signal at @benjaminfedwards.com for Steve Cooke, Cfp® at Benjamin F. Edwards & Co..

Where is Steve Cooke, Cfp® based?

Steve Cooke, Cfp® is based in Greater Tucson Area, United States while working with Benjamin F. Edwards & Co..

What companies has Steve Cooke, Cfp® worked for?

Steve Cooke, Cfp® has worked for Benjamin F. Edwards & Co., Morgan Stanley, and Morgan Stanley Smith Barney.

Who are Steve Cooke, Cfp®'s colleagues at Benjamin F. Edwards & Co.?

Steve Cooke, Cfp®'s colleagues at Benjamin F. Edwards & Co. include Todd W A Brunner, Aams, Cka, Colleen Moretti, Matthew G. Bishop, Cfp®, Jennifer Espinoza, and Lolita Nettles.

How can I contact Steve Cooke, Cfp®?

You can use AeroLeads to view verified contact signals for Steve Cooke, Cfp® at Benjamin F. Edwards & Co., including work email, phone, and LinkedIn data when available.

What schools did Steve Cooke, Cfp® attend?

Steve Cooke, Cfp® holds Bs Business Management, Business from Virginia Polytechnic Institute And State University.

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