Cole Draper
Financial Advice and Planning at Velocity Capital Consulting
- Role
- Financial Planner at Prudential Advisors
- Location
- Washington, WA, US
- LinkedIn followers
- 500 followers
About Cole Draper
At Velocity Capital Consulting, we go beyond traditional approaches to financial planning to consider all aspects of your life and all risks to pursuing your goals. We help our clients plan their future with confidence through utilizing our vast network of resources to secure planning weaknesses while helping to optimize strengths.Specialties: Financial planning, tax optimization, work benefit advice, retirement analysis, estate planning, insurance needs, and portfolio analysis.Feel free to connect at c••••••••@prudential.com.Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. For hyperlinks to FINRA and SIPC, please refer to ‘Contact’ section.“Prudential Advisors” is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (“PICA”) and its insurance company and other affiliates (collectively “Prudential”). Prudential Advisors financial professionals are licensed insurance agents of Prudential. Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.” LPLE and LPL Financial are not affiliated with Velocity Capital Consulting or Prudential.Third party posts found on this profile do not reflect the views of LPL Enterprise and have not been reviewed by LPL Enterprise as to accuracy or completeness. The financial professionals associated with LPL Enterprise may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Experience
Financial Planner
Jul 2023 — Present · Bethesda, MD, US
Prudential Masters Council Platinum Level• Firm Wide Advisor of the Month (March 2025)
Education
The University of North Carolina at Chapel Hill
Bachelor's degree, Economics and Peace, War, and Defense
Skills
- Pitch Development
- Microsoft Office
- Powerpoint
- Business Development
- Leadership
- Video Editing
- Social Media
- Management of Small Teams
- Management
- Microsoft Word
- Shooting Sports
- Teamwork
- Pitching Ideas
- Creative Writing
- Customer Service
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