Our Investment Team. 

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Mr. Cook served in the US Marine Corps for 20 years during which he attended various schools including East Carolina University in Raleigh, North Carolina, and Kapiolani Community College in Honolulu, Hawaii.  At the time of his retirement from the Marine Corps he was serving as Treasurer of a large Military Club system in Hawaii. Mr. Cook has offered advice concerning mutual funds since 1986 and insurance products since 1985 first through broker/dealers and now Managed Financial. Mr. Cook has held FINRA’s Series 6, 22, 26, and 63 licenses, and currently holds FINRA’s Series 65 license.  Mr. Cook holds the designation of an Accredited Industry Fiduciary (AIF).

John W. Cook

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Mr. King currently serves as Chief Operations Officer and one of the investment officers on the Investment Committee. Prior to working with Managed Financial, Mr. King’s secular background included experience in real estate as a commercial realtor licensee and Commercial Property Manager with Fiduciary responsibilities to the ownership of those properties. Currently, Mr. King holds a FINRA Series 65 license.

Terence W. King

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Mr. Elston currently serves as one of the investment officers on the Investment Committee. Prior to working with Managed Financial, Mr. Elston’s secular background includes experience in the real estate and mortgage arena along with filling many roles as an IT consultant. Currently, Mr. Elston holds a FINRA Series 65 license and the designation of an Accredited Industry Fiduciary (AIF).

Jonathan D. Elston

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Mr. Sumrall has over 20 years’ experience in the financial services industry. He has held positions with Boston Financial Data Services, JP Morgan Chase and Invesco Mutual Funds.  He has held FINRA’s Series 6, 26, and 63 licenses and currently holds FINRA’s Series 65 license.  Mr. Sumrall holds the designation of Registered Fiduciary (RF).

Anthony W. Sumrall

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