Cole Morgan,
AAMS®
Investment Advisor
Cole Morgan is from Stuttgart, Arkansas, after graduating from Stuttgart High school, he went on to play collegiate baseball for 2 years at Delta State University as a Pitcher. From there, Cole attended the University of Arkansas where he earned a Bachelor of Science in Business Administration degree, as well as a Master of Science in Finance. He enjoys everything outdoors including bow hunting, fishing, and golfing as well as spending time with his friends, family, and silver lab “Smoke”.
Cole holds his SIE, Series 7, and 66 licensing, and aspires to build relationships with businesses and pre retirees to maintain a working relationship for whatever the client needs based off their unique situation. Cole strives to make sure that he operates his business model with integrity and consistency, while ensuring to each individual client that he is doing what is best for them and their financial outlook.
“I got into this business because I think that although technology has made massive strides in the Finance industry, people still greatly value relationships and someone they can meet with to ensure their financial plan is something they can trust and rely on. I love the opportunities this industry has given me to connect with people of all different backgrounds and occupations.”
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.
