Joyce M. Cool

ChFC®, CASL® FINANCIAL ADVISOR

301-885-0277  |   jmcool@wealthmanagementpartners.biz

I began my career in the financial services industry in November 1998 with Monumental Life. Robert Ramos and I formed Wealth Management Partners in 2005. I have earned the Chartered Financial Consultant (ChFC®) and Chartered Advisor for Senior Living (CASL®) designations through The American College of Financial Services.

I specialize in comprehensive personal financial planning, investment management strategies, retirement planning and estate planning.

Why Am I a Financial Planner?

I was born and raised in Southern Maryland. My parents were good stewards of money and good planners. My father was a self-made man, growing up in the depression, and my mother was a trailblazer in the corporate world before it was fashionable for women to work.

My father told me many times that I needed to get into “money management,” and as fate or good home training taught me, I did just that. A positive relationship with money at a young age was an important factor in my career decision.
My sisters and I were brought up to be strong, independent women. Having a husband was not a financial plan.

I love helping my clients with financial wholeness but find helping women especially satisfying. As a trailblazing woman in a male-dominated profession, I understand that many women prefer the counsel of another woman when it comes to the emotionally charged topics of money and financial security.