Lisa Cook, AWMA®

Lisa Cook, AWMA®

Lisa Cook joined Waverly Advisors in September 2025 as a Partner, bringing with her several years of executive-level leadership experience. She has a proven track record of driving strategic initiatives, designing operational and service models, and overseeing seamless implementation—all with a focus on scalability and delivering exceptional client experiences.

Outside of work, Lisa enjoys spending time with her husband, Drew, and their daughter, Emily. Now empty nesters, Lisa and Drew embrace their love of travel, city living, and doting on their beloved Puggle, Nala.

Education

  • Western Washington University

Professional Affiliations

  • Accredited Wealth Management Advisor

Community Involvement

  • Plymouth Housing
  • Women in ETFs, Advisory

 

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