Meet Ione, your new
financial partner

Ione Hendrix Cockrell (CFP)

Ione Hendrix Cockrell is a Certified Financial Planner™ (CFP®), a certification that requires a rigorous course of study, comprehensive exam, commitment to a code of ethics, and continuing education to achieve. She has more than 25 years of experience in the financial service industry and holds Series 7 and 65 registration.

Ione earned a B.A. at Winthrop University in 1973 and a M.S. in math at USC in 1975. Before entering the financial services industry, she worked in statistical computing and marketing in the computer industry for 15 years. She loves helping clients figure out their finances by simplifying complex financial situations and guiding them to their goals despite the obstacles that life presents, giving them the confidence and clarity needed to move forward. Her number-one goal is to add value to her clients’ lives at every interaction.

Ione is passionate about her community. She is active in the local and international Rotary, Girl Scouts of South Carolina Mountains to Midlands, and her church. She loves to garden and travel.

  • Peggy Parler

    Marketing Assistant

    “Ione inspires me to want to help generate an atmosphere where clients feel trust and comfort.”

    Peggy Parler has 10 years of experience in the financial services industry. She brings pragmatism and a high level of detail-oriented organization to every client interaction, ensuring that clients receive a thorough and balanced view of their financial situation and clearly understand their options. Peggy’s number-one goal is to help clients ensure a secure and comfortable financial present and future. Outside of her work at Ione Financial Partners™, Peggy enjoys spending time with her family, especially her grandson, and tending to her small flower garden.

  • Mary Pinto

    Marketing Assistant

    “I came to work at Ione Financial Partners™ after 20+ years of working in the medical field, and I'm thrilled to be able to adapt my experience to the needs of our clients.”

    Mary Pinto has two-and-half years of experience at Ione Financial Partners™. She brings energy and an eagerness to truly listen to clients as they express their needs so that those needs can be met. Mary loves learning new things and is committed to working hard for clients. She likes to spend her spare time reading and supporting her son at his cross country and track meets.

Philosophy

First and foremost, we view ourselves as partners with our clients, and we are committed to providing a trusting environment for each client.

We aim to always be worthy of our clients’ trust, adding value to each client’s life at every point of contact. Their financial health and wellbeing is our first concern, even if that means referring clients to others.

We happily work with our clients’ CPAs, attorneys, and other advisors, as well as investment managers and insurance providers, to provide financial planning. Our clients’ best interests are at the center of everything we do, and their success is our success.