Cover Cover Cook Brooks

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2020 → Present
  Morgan Stanley
  Pensacola, FL
• 07/2006 → 09/2020
  International Paper
  Memphis, TN
• 12/2020 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*525496 -Pensacola Womens Alliance; Investment related: No; Pensacola, Florida; Civic/Community; Board Member, Treasurer (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 2; After business hours: 0; Accounting/Bookkeeping, Check Signing/Funds Disbursements

Exams

• S66 Uniform Combined State Law Examination
  2020-12-04

Other Names

• Cover Cook
• Lucille Cover Cook Brooks
• Lucille Cover Cook
• Cover Cover Cook Brooks