Shauna Cook | Stoic Private Wealth | Investment & Wealth Management Services

Shauna Cook

Branch Operations Manager

Shauna joined Stoic Private Wealth in 2023, where she oversees day-to-day operations, focusing on client engagement and driving business growth. She plays a crucial role in implementing our Bountiful Wealth Process™, striving to ensure that every client receives an exceptional experience tailored to their needs.

With a deep love for family and the outdoors, Shauna enjoys hiking, biking, and exploring new restaurants in her free time. Growing up as a military child, she had the unique opportunity to travel extensively, both across the country and internationally. Although her initial passion was nursing, the opportunity to contribute to Stoic Private Wealth and serve clients with the same care and dedication led her to fully immerse herself in the business, a decision she has never regretted.

Shauna is committed to continuous improvement, striving each day to better serve the clients who entrust their futures to Stoic Private Wealth.

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Understanding Your Estate: Critical Elements of an Estate Strategy

At Stoic Private Wealth, we believe that true financial resilience encompasses more than just accumulating wealth; it involves thoughtful planning to protect and preserve it for future generations. Estate planning is a pivotal component of this process, ensuring that your legacy aligns with your values and provides clarity for your loved ones.

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Resilience is More Than a Principle; It's Our Promise

We believe in a balanced approach, that seeks to help you enjoy your wealth today while working towards securing financial stability for tomorrow.

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