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Regency Wealth Management

(on ridglea)
Financial and Investment Services in Fort Worth, TX
Financial and Investment Services
Financial Services

Location

6300 Ridglea Pl
Fort Worth, TX
76116

About

Meet Sam Cook, Your Series 65 Full Service Licensed Financial Advisor

Sam Cook’s grandparents were farmers and lived in the small town of Fountain Inn (near Greenville, South Carolina). His family raised cattle and large crops of cotton and soybeans. As a result of his time on the family farms, he has great appreciation for hard work that is demanded on the farm and what it is like to live “close to the land”.

While he was growing up, Sam’s father and mother owned a small grocery store. Sam was able to pump gas and help customers in the store as early the age of 10. The family later owned a Baskin-Robbins ice cream store. After graduating with a BA from Furman University, he then moved to Fort Worth where he earned his Masters degree.

He met Julie who had been widowed at the age of 25 with two precious daughters. After dating for a couple of years, Sam and Julie were married in July, 1981. They just celebrated their 35th wedding anniversary. They have 3 daughters, 1 son and 5 grandchildren ranging from 11 months old to 13 years old.

Sam worked nearly 10 years as a Vice-President of a Christian publication company based in Fort Worth. Then he founded a successful computer consulting company where he served clients in the Printing, Publishing, Advertising and Graphic Design industry for 6 years.

Sam began his career in Financial Services with John Hancock in 1996. He has been assisting Pre-retirees and Retirees to effectively plan for and enjoy their retirement for the past 20 years. One of Sam’s greatest honors, is now being able work with the adult children of many of his original clients. These second generation clients, have expressed how their parents had trusted Sam to manage their retirement accounts. These next generation clients are turn also trusting Sam to assist them with their retirement and wealth management needs.

Information

Company name
Regency Wealth Management
Category
Financial and Investment Services

FAQs

  • What is the phone number for Regency Wealth Management in Fort Worth TX?
    You can reach them at: 817-840-7560. It’s best to call Regency Wealth Management during business hours.
  • What is the address for Regency Wealth Management on ridglea in Fort Worth?
    Regency Wealth Management is located at this address: 6300 Ridglea Pl Fort Worth, TX 76116.