Cole Mccool Email & Phone Number

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.

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  Financial Planning Program Texas A&M University

  Extended Learning Credit