AeroLeads people directory · profile

Cole Carson Email & Phone Number

Location: Miami, Florida, United States 6 work roles 1 school
LinkedIn matched
✓ Verified May 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Financial Advisor
Location
Miami, Florida, United States

Who is Cole Carson? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Cole Carson is listed as Financial Advisor at Elevate Financial Planning and Wealth Management, based in Miami, Florida, United States. AeroLeads shows a matched LinkedIn profile for Cole Carson.

Cole Carson previously worked as Intern at Rpag and Intern at Flexpath Strategies. Cole Carson holds Bachelor Of Business Administration - Bba, General Business from University Of Miami Herbert Business School.

Company email context

Email format at Elevate Financial Planning and Wealth Management

This section adds company-level context without repeating Cole Carson's masked contact details.

Elevate Financial Planning and Wealth Management

Review company-level records connected to Cole Carson before choosing the right outreach path.

Profile bio

About Cole Carson

I am Cole Carson an undergraduate student at the University of Miami. I am currently a finance major looking at a variety of internships in order to find what career I wish to pursue. I have previous internship experience as well as plenty of customer service experience and moving into the professional world I believe these will help me immensely working with colleagues and customers.

Current workplace

Cole Carson's current company

Company context helps verify the profile and gives searchers a useful next step.

Elevate Financial Planning and Wealth Management
Elevate Financial Planning And Wealth Management
Financial Advisor
Saint Petersburg, FL, US
AeroLeads page
6 roles

Cole Carson work experience

A career timeline built from the work history available for this profile.

Intern

Aliso Viejo, California, United States

I researched and delivered a detailed presentation to top executives on the implications of SECURE 2.0 ERISA laws for advisors, addressing updates in reporting requirements, anticipated shifts in participant demographics, and newly established regulations concerning retirement income annuities. I wrote and published educational materials intended for.

May 2024 - Jul 2024

Intern

Aliso Viejo, California, United States

I built a Target Date Matrix using RFI’s from over 100 different fund managers in order to use data analytics within Microsoft Excel to find trends in the industry for market research. I prepared a pitch on fiduciary duties and target date fund fit analysis intended for plan sponsors. I supported operations in creating product notices for clients via.

May 2024 - Jul 2024

Summer Intern

Newport Beach, California, United States

I compared current inflation indexes and made recommended adjustments to formulas and baskets to overcome inaccuracies. I developed models to predict the United States’ position in the inflationary cycle and I used a variety of analytical resources to develop a diversified portfolio of fixed income and equity securities.

Jun 2022 - Jul 2022

Coach

Core Athletics

Newport Beach, California, United States

I lead and organized after school programs for kids interested in a variety of athletics activates. I designed lesson plans and helped develop our lacrosse program.

Nov 2020 - Jun 2021

Host

Newport Beach, California, United States

I greeted and acknowledged guests, sat them at their tables, and maintained a professional dining environment. I was part of initiative to prepare take out orders during COVID-19 which involved organizing orders, bagging them, and delivering them to customers for curbside pickup.

Aug 2018 - May 2021
1 education record

Cole Carson education

FAQ

Frequently asked questions about Cole Carson

Quick answers generated from the profile data available on this page.

What company does Cole Carson work for?

Cole Carson works for Elevate Financial Planning and Wealth Management.

What is Cole Carson's role at Elevate Financial Planning and Wealth Management?

Cole Carson is listed as Financial Advisor at Elevate Financial Planning and Wealth Management.

Where is Cole Carson based?

Cole Carson is based in Miami, Florida, United States while working with Elevate Financial Planning and Wealth Management.

What companies has Cole Carson worked for?

Cole Carson has worked for Elevate Financial Planning And Wealth Management, Rpag, Flexpath Strategies, Rimrock Capital Management, Llc, and Core Athletics.

How can I contact Cole Carson?

You can use AeroLeads to view verified contact signals for Cole Carson at Elevate Financial Planning and Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Cole Carson attend?

Cole Carson holds Bachelor Of Business Administration - Bba, General Business from University Of Miami Herbert Business School.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Cole Carson you were looking for.

View similar profiles