Cole McCool

Background

About Cole McCool

Cole is both diligent and driven in his position as a Financial Planning Associate at S. Harris Financial Group. His finance background and ideas offer a fresh perspective as he assists our financial advisors in creating financial plans. As a Financial Planning Associate at S. Harris Financial Group, Cole assists our team in preparing value-adding ideas and solutions for our clients. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. He also holds Series 66 Securities License, and Insurance License. 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 our 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.