Cole Adaskaveg

About Cole Adaskaveg

Cole is a Financial Advisor with the Reegler & Taylor Team at Morgan Stanley, where he brings over three years of experience in personal wealth management. Cole has a B.A. in Finance from the University of San Francisco and has a Financial Planning Specialist designation. Prior to joining the financial services industry, he worked in reconciliation accounting and interned with Morgan Stanley, where he first discovered his passion for finance. Cole\'s objective as a Financial Advisor is to help new and experienced investors achieve their goals through a personalized planning process. He believes that every client has unique needs, and he is committed to developing customized strategies that align with their financial objectives. Cole\'s main responsibility is to introduce prospective clients to the Reegler & Taylor Team and assist in the development of a comprehensive financial plan that utilizes the full suite of investment products that Morgan Stanley has to offer. Clients appreciate the Reegler & Taylor Team\'s dependability and disciplined investment process, which is demonstrated through Cole\'s meticulous approach to financial planning. He is passionate about building long-term relationships with his clients and providing them with the tools and resources they need to succeed financially. Outside of work, Cole enjoys playing competitive hockey, hiking, cooking, and advocating for environmentalism. He believes in giving back to the community and is actively involved in various charitable organizations. Cole\'s diverse background and interests make him an invaluable asset to the Reegler & Taylor Team and a trusted partner for his clients.

Experience

1. Financial Advisor

   Morgan Stanley

   Jul 2022 — Present · San Francisco, CA, US

   Financial Planning Specialist with a top performing team at Morgan Stanley Wealth Management in San Francisco. ©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. The information or content is for US residents only and subject to the following terms: NMLS#: 24•••36