Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Cole Hedge, CFP®

Tampa,FL

Summary

Integrity-driven and detail-oriented financial planner with a successful track record of developing, communicating, and implementing financial plans, investment portfolios, strategic credit solutions, and insurance products to optimize retirement plans for clients.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Virtual Premier Banker II

TRUIST
Tampa, FL
02.2023 - Current
  • Regional Virtual Premier Banker for over 300 affluent households, serving as the relationship manager for clients with $250m to $1mm in investment assets at Truist.
  • Provides advice and delivery on various banking products, such as deposit accounts, investments, insurance policies, and credit solutions.
  • Conducts regular reviews of clients' financial plans to ensure that their goals are being met or adjusted accordingly.
  • Meets and exceeds performance metrics in deposits, investments, lending, insurance, and financial plans delivered, resulting in the top 10th percentile of all Premier Bankers at Truist.

Client Associate

UBS Private Wealth
Tampa, FL
09.2021 - 02.2023
  • Member of a 5 financial advisor team with ~$1.4bn AUM focused on obtaining the optimal return for each client while maintaining their risk
  • Cultivated and enhanced new and existing relationships with high-networth individuals worth a minimum of $2mm through active communication with clients including monthly statements, quarterly investment reports, processing client requests and resolving inquiries
  • Assisted Financial Advisors in client conversations, providing SMA information and analysis, and aiming to understand the client's risk appetite, desired return, and investment criteria
  • Developed customized high, moderate, and low risk asset allocation strategies and investment solutions for clients

Financial Solutions Advisor

Bank Of America Merrill Lynch
Seattle, WA
11.2019 - 09.2021
  • Assisted client relationships under $2mm in making beneficial and strategic decisions regarding investments, credit, and business needs
  • Consulted with clients to determine financial needs and goals to develop retirement, budget, debt management, and investment plans
  • Continuously networked and built client base through cold calling and community events
  • Successfully garnered sales appointments through a cold call conversion rate of 20%

Education

Bachelor of Arts - Economics And Business

Virginia Military Institute (VMI)
Lexington, VA
05.2018

Skills

  • Client sales growth
  • Relationship management
  • Equity Analysis
  • Investment advice
  • Retirement and tax planning
  • Insurance knowledge
  • Financial Planning

Certification

  • Certified Financial Planner, 11/2022
  • Series 7 license
  • Series 66 license

Timeline

Virtual Premier Banker II

TRUIST
02.2023 - Current

Client Associate

UBS Private Wealth
09.2021 - 02.2023

Financial Solutions Advisor

Bank Of America Merrill Lynch
11.2019 - 09.2021

Bachelor of Arts - Economics And Business

Virginia Military Institute (VMI)

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Cole Hedge, CFP®