The Cook Group at Morgan Stanley

The Cook Group at Morgan Stanley At The Cook Group at Morgan Stanley we believe that a good financial plan is about a lot more than numbers. NMLS #: 1409326, NMLS #: 1406576

Our business is built on long-term, multi-generational relationships with our clients and their families. Our primary mission is to create solutions that combine your personal goals with the achievement of financial independence. We coordinate all aspects of your financial planning through comprehensive advisory services. Our team has more than 60 years* of combined experience managing investments

and financial planning for both businesses and individuals. In addition to our team experience, we draw on the full resources of Morgan Stanley, and work with our client’s tax and legal advisors. We take pride in being personally responsible for managing your assets, and our group internally handles the research, trading, risk management, and portfolio construction. This allows us to design custom portfolios, and also provides our clients with direct access to their money manager and a high level of accountability.

© 2021 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 Facebook 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.html
*Please see the team website, https://advisor.morganstanley.com/the-cook-group for details about the members, their functional titles and their individual years of experience.

It’s the giving season! Learn how to avoid common charitable giving scams with these helpful tips.
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It’s the giving season! Learn how to avoid common charitable giving scams with these helpful tips.

Reduce the risk of fraud and help ensure your money is going to a deserving charity instead of a devious criminal by following these tips.

Don’t get fooled by these five holiday scams. Find out how to protect yourself.
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Don’t get fooled by these five holiday scams. Find out how to protect yourself.

Stay a step ahead of cybercriminals this season by being aware of these scams.

As we look to close out the year on a healthy and hopeful note, let’s discuss ways to support the people you care for an...
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As we look to close out the year on a healthy and hopeful note, let’s discuss ways to support the people you care for and the causes you value most.

As you reconnect with loved ones for the holidays, consider these impactful ways to give.

It’s Fraud Awareness Week. Discover common scams and how to stop a fraudster in their tracks.
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It’s Fraud Awareness Week. Discover common scams and how to stop a fraudster in their tracks.

Cybercriminal activity continues to evolve. Stay up-to-date about common schemes you might encounter so you can help prevent fraud.

You’ve probably heard of cybersecurity terms like ransomware, phishing and encryption. But do you really know what they ...
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You’ve probably heard of cybersecurity terms like ransomware, phishing and encryption. But do you really know what they mean? Our guide breaks down what you should know.

When it comes to cybersecurity, knowledge is your first line of defense.

What financial goals do you want to achieve before year-end? Let’s talk about moves you can make this fall to help set y...
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What financial goals do you want to achieve before year-end? Let’s talk about moves you can make this fall to help set yourself up for success.

Learn the money moves you can make this fall to set yourself up for success in 2024 and beyond. Find tips on investing, taxes, charitable giving and more.

Think you’re immune to ransomware attacks? Unfortunately, that’s not the case. Apply these prevention strategies to help...
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Think you’re immune to ransomware attacks? Unfortunately, that’s not the case. Apply these prevention strategies to help deter cybercriminals.

Ransomware attacks can be a big problem for small businesses. Learn about prevention tips and recovery strategies.

Have a child heading off to college? Show them how they can protect themselves from cybercriminals while they’re away fr...
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Have a child heading off to college? Show them how they can protect themselves from cybercriminals while they’re away from home.

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Help protect yourself on your next trip with these cybersecurity tips.
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Help protect yourself on your next trip with these cybersecurity tips.

Learn how to protect your computer security while traveling. Explore these travel cybersecurity tips from Morgan Stanley as you plan your next vacation.

Carefully managing distributions from your portfolio during retirement can save on taxes, leaving you more money to spen...
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Carefully managing distributions from your portfolio during retirement can save on taxes, leaving you more money to spend and enjoy. Let’s discuss whether this approach might make sense for you.

Carefully managing distributions from your portfolio during retirement can help you save on taxes, leaving you more money to spend and enjoy.

Changes in the market or shifts in your personal circumstances may require adjustments to your financial plan. Complete ...
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Changes in the market or shifts in your personal circumstances may require adjustments to your financial plan. Complete these tasks to make sure everything is aligned.

Changes in the market or shifts in your personal circumstances may require adjustments to your financial plan. Here’s a mid-year checklist to help get you started.

The battle between hackers and cybersecurity teams has extended to the world of AI. Learn how to protect yourself.
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The battle between hackers and cybersecurity teams has extended to the world of AI. Learn how to protect yourself.

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Address

909 Saint Joseph Street, 6th Floor
Rapid City, SD
57701

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