Five Star award winner Susan Weidner Cooke, M.Ed, CLTC

PROFESSIONAL PROFILE

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Susan Weidner Cooke, M.Ed, CLTC

Financial Planner, Registered Representative, Financial Advisor

Baystate Financial

1 Marina Park Drive, 16th Floor

Boston, MA 02210

Office: 603-314-1119

scooke@baystatefinancial.com
www.baystatefinancial.com

Professional Approach

Susan Weidner Cooke is an Investment Advisor Representative, a Registered Representative, and a Financial Planner with Baystate Financial with a Bachelor of Science degree from the University of Vermont and a Master of Arts in Education from Johnson State College. She holds Series 7, 6, and 63 securities registrations, in addition to life and health insurance licenses. Susan is member and past President of the NH Estate Planning Council, and is a member of the National Association of Insurance and Financial Advisors.

With over 30 years of experience, Susan’s mission is to become a preferred, lifelong advisor assisting her clients in making informed decisions regarding their financial future with special attention to times of transition such as divorce, death of a family member, change in employment, or other events that affect people’s financial stability and planning. This is accomplished through offering comprehensive advice, as well as personal attention and service through the team she has at Baystate Financial and her client’s other professional advisors.

ABOUT BAYSTATE FINANCIAL: From the beginning, a Baystate Financial Advisor becomes your personal guide and resource. In order to fit your individual goals and needs, we work with you to formulate a sound investment, insurance, and retirement strategy based upon your financial position. From there, we help identify a broad range of financial products and services to complement your personalized approach. Whether we are helping articulate a strategy, monitoring your investments, or making recommended enhancements, our main objective is helping you achieve your financial goals.

Baystate Financial advisers go to great lengths to deliver the personalized attention and accessibility our clients have come to expect. We realize your financial strategy is more than managing money, it’s providing the guidance, insight, results and service you need to secure your financial future.

See Accomplishments

This award was issued on 9/1/23 by Five Star Professional (FSP) for the time period 12/12/22 through 6/30/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1,017 New Hampshire-area wealth managers were considered for the award; 89 (9% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 979, 87, 9%, 9/1/22, 12/20/21 - 6/17/22; 2021: 943, 96, 10%, 9/1/21, 11/30/20 - 6/25/21; 2020: 928, 91, 10%, 9/1/20, 12/9/19 - 7/1/20; 2019: 928, 85, 9%, 9/1/19, 11/19/18 - 7/10/19; 2018: 955, 74, 8%, 9/1/18, 12/26/17 - 7/17/18; 2017: 739, 89, 12%, 9/1/17, 12/27/16 - 7/6/17; 2016: 666, 158, 24%, 8/1/16, 2/6/16 - 7/19/16; 2015: 853, 166, 19%, 9/1/15, 2/6/15 - 7/19/15; 2014: 1045, 189, 18%, 9/1/14, 2/6/14 - 7/19/14; 2013: 1049, 204, 19%, 9/1/13, 2/6/13 - 7/19/13; 2012: 743, 170, 23%, 9/1/12, 2/6/12 - 7/19/12.

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Susan Weidner Cooke, CLTC is a registered representative of and offers securities , investment advisory services and financial planning services through MML Investors Services, LLC. Member SIPC (www.sipc.org). One Marina Park Drive, 16th Floor, Boston, MA 02110. 617-585-4500. Neither MML Investors Services nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters. CRN202602-3784712

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.