
COLE HEDGE
With seven years of experience in the financial services industry, Cole is committed to helping individuals and families gain confidence in their financial future. By developing personalized financial plans, he strives to simplify complex financial decisions so his clients can focus on what matters most to them.
Before joining Raymond James, Cole served as a financial planner at Truist Financial, where he worked closely with clients to design and implement comprehensive and holistic financial strategies. As a CERTIFIED FINANCIAL PLANNER® professional, he is dedicated to providing a disciplined, client-first approach to wealth management.
Cole graduated from the Virginia Military Institute in 2018, where he developed a strong work ethic and a values-driven mindset that continues to guide his approach to financial planning and wealth management. He grew up in Roanoke, Virginia and now lives in Tampa, Florida where he met his fiancé, Helena. Cole is an active member of his community and church, South Tampa Fellowship. Outside of the office, he enjoys playing volleyball, pickleball, spending time with his family and friends, and rooting for the Washington Commanders.
With seven years of experience in the financial services industry, Cole is committed to helping individuals and families gain confidence in their financial future. By developing personalized financial plans, he strives to simplify complex financial decisions so his clients can focus on what matters most to them.
Before joining Raymond James, Cole served as a financial planner at Truist Financial, where he worked closely with clients to design and implement comprehensive and holistic financial strategies. As a CERTIFIED FINANCIAL PLANNER® professional, he is dedicated to providing a disciplined, client-first approach to wealth management.
Cole graduated from the Virginia Military Institute in 2018, where he developed a strong work ethic and a values-driven mindset that continues to guide his approach to financial planning and wealth management. He grew up in Roanoke, Virginia and now lives in Tampa, Florida where he met his fiancé, Helena. Cole is an active member of his community and church, South Tampa Fellowship. Outside of the office, he enjoys playing volleyball, pickleball, spending time with his family and friends, and rooting for the Washington Commanders.
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- Website:
https://www.truist.com/wealth/work-with-us/financial-planning - Phone: +15405201436
- City: Tampa
- State: Florida
- Postal Code: 33611
- Country: United States
- Designations:
- Markets Served:
- Company Name: Cole Hedge
COLE HEDGE

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Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

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2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
