Cole Cammack

Helping proactive families plan for tomorrow | Financial Advisor, Cammack Wealth Group at RBC Wealth Management

Role
Financial Advisor at RBC Wealth Management
Location
Dallas, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Cole Cammack

Cammack Wealth Group is a father-son family team helping other families plan and solve problems through every stage of life. Our commitment is simple - we want to create the best experience for our clients and give them peace of mind during every season of their busy lives. Life is chaotic. And everyone’s story is different. We aim to ensure our clients are prepared for what life throws their way. Our areas of focus include: • Young families planning for future financial milestones• Business owners currently operating or planning to exit • Pre-retirees and Retirees looking for guidance and maximizing the assets they’ve worked diligently to build. In my free time, I enjoy spending time with my wife and our three sons, going on family walks, hiking, reading, house projects, and playing the very occasional round of golf.

Experience

  1. Financial Advisor

    RBC Wealth Management

    Aug 2025 — Present · Dallas, TX, US

    Our team\'s approach is simple - we want to create the best experience for our clients and give them peace of mind during every season of their busy lives. We help clients be prepared and proactive to changing life stages. My day-to-day focus is developing wealth plans, educating clients, and guiding impactful investment recommendations that match each clients\' current life stage and risk tolerance.

Education

  • Baylor University - Hankamer School of Business

    Bachelor of Business Administration (BBA), Finance & Entrepreneurship

    2011 — 2015

  • Imperial College London

    Study Abroad Program, Marketing & Strategy

    2013 — 2013

Skills

  • Entrepreneurship
  • Budgets
  • Finance
  • Management Consulting
  • Adobe Illustrator
  • Leadership
  • User Experience
  • Data Analysis
  • Corporate Finance
  • Financial Analysis
  • Google Analytics
  • Sketchup
  • Site Maps
  • Social Media Marketing
  • Investments
  • Ruby on Rails
  • Business Strategy
  • Marketing
  • Search Engine Optimization (SEO)
  • Start-Ups
  • User Interface Design
  • Accounting
  • Software Development Life Cycle (Sdlc)
  • Strategic Planning
  • Front-End Development
  • Adobe Photoshop
  • Graphical User Interface (Gui)
  • Sketch
  • Project Management
  • User Experience Design
  • Database Design
  • Agile Project Management
  • Wordpress
  • Business Planning
  • Business Development
  • Adobe Creative Cloud
  • Digital Marketing
  • Wealth Management
  • Financial Modeling

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Cole Cammack — Financial Advisor at RBC Wealth Management in Dallas, TX, US | Unifers