Cole Clair
Financial Advisor | 401k Options | Financial Assessment | Portfolio Review | Scottsdale Airpark
- Role
- Financial Advisor at Edward Jones
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Cole Clair
In 2012 I had played college and professional baseball for eight years, and had a…
Experience
Financial Advisor
Jan 2015 — Present
I work with my clients to help them better understand their finances, and build a strategy customized to their needs to achieve their financial goals.
Education
Rice University
BA, Economics
2004 — 2008
Skills
- Social Media Marketing
- Estate and Trust Services
- Marketing
- Business Retirement Plans
- Financial Calculators
- Portfolio and Retirement Plan Reviews
- Insurance
- Athletics
- Education Savings
- Individual Retirement Accounts
- Fidex-Income Investments
- Savings, Spending and Borrowing Solutions
- Exchange-Traded Funds
- Annuities
- Equity Investments
- Research
- Baseball
- Investments
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