Ribbon-cutting makes Suncoast Equity presence official
Robin Cook began working full time with Suncoast Equity Management the day following Hurricane Ian in September of 2022. She operated out of her home until her firm took possession of its new Sanibel office on Dec. 1. On Jan. 28, the SanCap Chamber officially welcomed Cook to the island wealth management domain with another of its festive, post-hurricane ribbon-cuttings.
In the meantime, Cook became deeply rooted in the island community.
“The Sanibel office is so important to our overall mission, giving us the ability to meet with clients in their own community and providing us the opportunity to support Sanibel and Captiva,” she said.
Based in Tampa, Suncoast Equity Management and Prosperity Advisors — a boutique wealth and investment management firm established in 1997 — also maintains an office in North Carolina. With over 25 years of experience, Cook serves as vice president and prosperity advisor at Suncoast Prosperity Advisors, a division of Suncoast Equity Management. She holds several professional designations, including Certified Trust Fiduciary Advisor, Certified Wealth Strategist and Series 65 licensed Investment Advisor Representative.
“As a prosperity advisor, I provide a high-touch approach to wealth management, coordinating services such as investment analysis, estate planning and long-term plans for wealth preservation and growth,” Cook said. “We strive to find investments with large margins of safety and promising prospects. In using this methodology over the long term, our select growth strategy has been able to produce returns higher than the S&P 500 — net of fees since inception — while at the same time reducing volatility with a lower beta and standard deviation, net of fees, than the S&P 500. Our transparency, consistent communication and non-biased approach has continued to earn the trust of our clients.”
“Suncoast Equity Management has quickly grown into a crucial part of our community with Robin’s support to our charitable organizations and a solid, trusted presence next to Bank of the Islands,” chamber President and Chief Executive Officer John Lai said. “A longtime resident of Sanibel, Robin has called Lee County home for the past 40 years. Her many accomplishments locally motivated the American Business Women’s Association to name her Sanibel Captiva American Business Woman of the Year in 2013.”
Suncoast Equity Management is at 1633 Periwinkle Way, Sanibel.