Ashley M. Cook, CTFA, CAP®
Ashley Cook is a senior philanthropic advisor and executive director with Wells
Fargo Bank Wealth & Investment Management. She serves the following states in the Northeast division: Pennsylvania and Delaware. Wells Fargo Bank’s
Philanthropic Services helps charitable individuals, families, and nonprofit organizations work toward their unique goals by providing specialized advisory services.
Ms. Cook works with individuals and families to define and help achieve their charitable objectives as part of their overall wealth plans. This may include gift and tax planning, multi-generational planning, reviewing estate plans, and the creation and management of donor advised funds, private foundations, charitable trusts, and other charitable planning strategies. She also works extensively with nonprofit organizations, where she advises in the areas of gift planning, endowment management, board governance, and other management issues. Ashley collaborates with her clients and their other advisors to leverage their resources to help maximize the impact of their philanthropy.
Prior to joining Wells Fargo Bank, Ms. Cook worked as a senior fiduciary advisor where she managed both charitable and personal trusts held by Wells Fargo’s Fiduciary Management Services division. Previously, Ms. Cook specialized in real estate law consulting with Fortune 500 companies on their commercial lease holdings, advantageous timing to exercise purchase options, renew leases, and renegotiate terms within the merger process.
Ms. Cook earned her Bachelor of Arts in Political Science and Master of Business Administration in Organizational Management from Eastern University. She earned her Juris Doctor from Temple University’s Beasley School of Law. Ms. Cook holds the Certified Trust and Fiduciary Advisor (CTFA) designation, as well as the Chartered Advisor in Philanthropy® (CAP®) designation from The American College of Financial Services. She is a member of the Philadelphia Bar Association (not currently practicing). Ms. Cook is a Philadelphia native and actively partners with nonprofit and community outreach organizations throughout the tristate area, including serving on the board of Sharing Excess and as a professor for College Unbound. In addition, she previously served on the board of Philanthropy Delaware.
