Cole McGlothlin
Financial Advisor | AAMS® - Collaborating with Business Owners & Executives Wealth Strategies.
- Role
- Financial Advisor at Edward Jones
- Location
- Raleigh-Durham-Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Cole McGlothlin
I love to work with individual investors because I want to make each and every one of…
Experience
Financial Advisor
Aug 2015 — Present · Cary, NC, US
Helping the serious long term individual investor reach their goals.
Skills
- 529 Plans
- Real Estate
- Annuities
- Roth Ira
- Retirement
- Bonds
- Sales
- Retirement Planning
- Sep Ira
- Sales Management
- Accounts Payable
- Accounts Receivable
- Automotive
- Real Estate Transactions
- Finance
- Management
- Estate Considerations
- Financial Strategies
- Customer Service
- Customer Satisfaction
- New Business Development
- Real Estate Sales
- Financial Analysis
- 401k Options
- Traditional Ira
- Factory Distribution Coordiation
- Automotive Sales
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