Cole Mccool Email & Phone Number
@raymondjames.com
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Who is Cole Mccool? Overview
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Cole Mccool is listed as Credit Underwriter at Sonora Bank, a with 83 employees, based in San Antonio, Texas, United States. AeroLeads shows a work email signal at raymondjames.com and a matched LinkedIn profile for Cole Mccool.
Cole Mccool previously worked as CERTIFIED FINANCIAL PLANNER™ at S. Harris Financial Group and Branch Associate at S. Harris Financial Group. Cole Mccool holds Extended Learning Credit from Financial Planning Program Texas A&M University.
Email format at Sonora Bank
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AeroLeads found 1 current-domain work email signal for Cole Mccool. Compare company email patterns before reaching out.
About Cole Mccool
Cole is both diligent and driven in his position as a Branch Associate at S. Harris Financial Group. His finance background and fresh ideas offer a unique perspective as he works with his team to create financial plans.As a Branch Associate at S. Harris Financial Group, Cole assists his team in preparing the most value-adding ideas and solutions for his clients. He is currently pursuing his Series 7 and 66 Securities Licenses and is on track to attain the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation by Summer 2023.Cole graduated from Texas A&M University with a degree in Finance, as well as completed coursework in Financial Planning. During his undergraduate career, Cole worked various jobs, gaining experience in customer service, compliance, investments, insurance, and various other areas that have prepared him for his role at S. Harris Financial Group.At the end of the day, Cole’s main desire is to help his clients reach both their personal and financial goals. Cole was drawn to Financial Planning because of the unique personal relationship an advisor has with their clients. He seeks to use his knowledge and experience to better the life and well-being of the people he serves.Cole and his fiancé, Annika, are excited about their transition to San Antonio. Annika is finishing up her Finance degree at Texas A&M and will be moving to San Antonio after her graduation in December. The two look forward to exploring the city together, making new friends, and discovering new hobbies.During his spare time, Cole enjoys spending time outdoors, reading, and making a delicious meal. He loves to learn new skills and is always looking for ways to become a more knowledgeable, and well-rounded person. Cole looks forward to becoming a member of the San Antonio A&M Club and finding a new church home to serve at here in San Antonio.
Cole Mccool's current company
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Cole Mccool work experience
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Certified Financial Planner™
Branch Associate
At S. Harris Financial Group, our team takes a holistic approach to help individuals and families define and build legacies by aligning financial assets with family goals and values. In doing so, we prepare our clients for expected and unexpected events in life. We have a personal call to action; we have lived and breathed our own advice. We have experienced life’s great joys: marriage, childbirth, education, and retirement, but we have also experienced life’s most difficult times: near-death accident, illness, disability, death, and divorce; fortunately, we were prepared. With these experiences we are passionate and understand the importance of being prepared for all of life’s events.How we do itSHFG creates comprehensive strategies that strive to accumulate, manage and transition wealth and businesses. Together with our network of professionals, we align the expertise to deliver tailored solutions to fit your specific needs. Our experience over multiple market cycles enables us to deliver proven customized strategies.SHFG is an independent Registered Investment Advisor that offers securities through Raymond James Financial Services, Inc., Member FINRA/SIPC. Meaning you get unbiased financial advice on the best tools for you.SHFG SpecialtiesFinancial Planning, Investment Management, Retirement &Education Planning, Tax & Estate Planning, Charitable Giving, Planning for Aging Parents & Disabled Children, Divorce Financial Analysis, Company Retirement Plans, Independent Women, Small Business Transition, Insurance Analysis (Life, Disability, Long-term Care, Homeowners / Auto, Umbrella)Our team brings an unusual blend of experiences and skills to the table. This combination of skills brings diversified, out of the box thinking to create personalized solutions.We invite you to contact us. If you want to know more about how our approach works or if you want to make sure you’re on the right track, visit us at www.SHarrisFinancial.com or call 210-547-3450.
Branch Associate - S. Harris Financial Group, Llc
S. Harris Financial Group, LLC, An Independent Registered Investment Advisor that offers securities through Raymond James Financial Services Inc., Member FINRA/SIPC. S. Harris Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through S. Harris Financial Group.For important disclosure information, please see "Social Media Disclosure" link under the "Contact Info" section.
Marketing Account Executive
Summer Intern
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Lube Technician Assistant
Sales Assistant
Camp Counselor
Cole Mccool education
Frequently asked questions about Cole Mccool
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What company does Cole Mccool work for?
Cole Mccool works for Sonora Bank.
What is Cole Mccool's role at Sonora Bank?
Cole Mccool is listed as Credit Underwriter at Sonora Bank.
What is Cole Mccool's email address?
AeroLeads has found 1 work email signal at @raymondjames.com for Cole Mccool at Sonora Bank.
Where is Cole Mccool based?
Cole Mccool is based in San Antonio, Texas, United States while working with Sonora Bank.
What companies has Cole Mccool worked for?
Cole Mccool has worked for Sonora Bank, S. Harris Financial Group, Raymond James, Texas Health Design, and Avondale Private Lending.
How can I contact Cole Mccool?
You can use AeroLeads to view verified contact signals for Cole Mccool at Sonora Bank, including work email, phone, and LinkedIn data when available.
What schools did Cole Mccool attend?
Cole Mccool holds Extended Learning Credit from Financial Planning Program Texas A&M University.
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