Tammy Williams

COO & SVP, Wealth Advisor

Tammy Williams joined Cooke Financial Group in 2016. Now one of the team’s lead wealth advisors executing comprehensive wealth plans, she has a unique and varied background.

She works directly with individuals, families, and non-profits to assist them in every aspect of managing wealth. Tammy’s passion is to focus on building life-long relationships, providing personalized service, and navigating her clients along their financial path.

Prior to working in the financial industry, Tammy was a professional softball player for 7 years. During this time, Tammy played for the U.S.A Women’s Softball National Team, the Japanese Professional League Denso, and the NFP Chicago Bandits.

Education

B.A. in Human Development and Psychological Services – Northwestern University
MBA – DePaul University

Community

Member – Council of One Hundred (C100) at Northwestern University
Board Member – TrueNU (Northwestern University N.I.L. Collective)
Member – Professional Advisor Leadership Council (Central Indiana Community Foundation)
Member – Athletes for Hope Foundation
Hospice Volunteer – Paradigm Health

Awards*

100 Women Advisors to Watch (Ranked #1) – 2024 – AdvisorHub
Missouri Sports Hall of Fame – 2024
100 Advisors to Watch (Over $1B) – 2023 – AdvisorHub
Jersey Retired from Chicago Bandits – 2019
Northwestern University Hall of Fame – 2014

Designations

MBA – A Master of Business Administration degree is a postgraduate degree focused on business administration. The core courses in an MBA program cover various areas of business administration in a manner most relevant to management analysis and strategy.

Licenses

Series 7 – The Series 7 is an exam and license that entitles the holder to sell all types of securities products except commodities and futures. The Series 7 exam covers topics on investment risk, taxation, equity and debt instruments, packaged securities, options, and retirement plans.
Series 66 – The Series 66 is an exam and license that entitles the holder to legally act in the capacity of investment advisors or wealth/asset managers.

* Award Disclosures: Results not guaranteed. Individual experience may vary.

AdvisorHub Top 100 Women Advisors to Watch (2024), created by AdvisorHub. Presented in June 2024 based on data based on data gathered from January 2023 – December 2023. No fee was paid to be included in the ranking.

AdvisorHub 100 Advisors to Watch (Over $1B) (2023), created by AdvisorHub. Presented in June 2023 based on data based on data gathered from January 2022 – December 2022. No fee was paid to be included in the ranking.