Brianna Cook
Hollywood
Summary
Seasoned financial services professional with over 12 years of expertise in retirement planning, wealth management, and financial consulting. Currently serving as Workplace Planning Consultant, specializing in personalized retirement strategies and enhancing financial wellness. Achieved recognition as a Top 10% performer and leader in account openings, demonstrating a commitment to client education and exceeding performance goals.
Overview
1
1
Certification
10
10
years of professional experience
Work History
Workplace Planning Consultant
Empower Retirement
12.2025 - Current
- Conduct retirement planning consultations covering investments, rollovers, asset allocation, employer-sponsored plans, and retirement readiness.
- Partner with participants to develop personalized retirement strategies aligned with short- and long-term financial goals.
- Build trusted relationships through education and consultative guidance.
- Ranked in top 10% of performers in the first week of July 2026.
- Opened highest number of accounts in June 2026.
Financial Advisor
Equitable Advisors
01.2023 - 01.2025
- Delivered fiduciary financial planning, retirement planning, insurance, and investment guidance, enhancing financial well-being for individuals and families.
- Developed personalized financial plans to meet client needs and objectives.
- Managed client portfolios, ensuring alignment with financial goals and risk tolerance.
- Analyzed market trends to provide informed investment recommendations.
- Achieved Series 7, Series 66, SIE, and 2-15 licenses to offer comprehensive financial services, ensuring compliance and trust.
Senior Digital Consultant
Marketing.com
01.2017 - 01.2023
- Led enterprise client relationships and strategic consulting initiatives, steering digital transformation programs and managing multi-million-dollar accounts with executive stakeholders.
- Developed digital marketing strategies to enhance brand visibility and customer engagement.
- Analyzed website performance metrics, identifying areas for optimization and growth.
- Collaborated with cross-functional teams to execute integrated marketing campaigns effectively.
Education
MBA - International Business
Florida Atlantic University
B.A. - Psychology & Sociology
University of North Florida
Certificate - Digital Marketing
University of South Florida
Skills
- Retirement Planning
- Workplace Retirement Plans
- Investment Guidance
- Financial Wellness
- Participant Education
- Rollovers
- Asset Allocation
- Income strategy
- Regulatory Compliance
- Client Consultation
- Relationship Management
- CRM
Certification
FINRA: Series 7, Series 66, SIE
Leadership Experience
- Founder & CEO, IoTeDom (2017–Present)
- Director, The Voices for Peace Ghana (2020–Present)
Timeline
Workplace Planning Consultant
Empower Retirement
12.2025 - Current
Financial Advisor
Equitable Advisors
01.2023 - 01.2025
Senior Digital Consultant
Marketing.com
01.2017 - 01.2023
Certificate - Digital Marketing
University of South Florida
B.A. - Psychology & Sociology
University of North Florida
MBA - International Business
Florida Atlantic University