Colson Poole
Financial Services Representative @ Morgan Stanley | CFP & EA Candidate
- Role
- Financial Services Representative at Morgan Stanley
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Colson Poole
Raymond James financial advisors may only conduct business with residents of the states…
Experience
Financial Services Representative
Jul 2025 — Present · Chicago, IL, US
Successfully deliver the highest quality financial services support and education to 18–25 clients daily, across mass affluent, retail, and stock plan segments-Proactively target internal KPIs and sales goals by identifying eligible clients for tailored solutions across E*TRADE and Morgan Stanley’s suite of products and services, ensuring all interactions align with firm standards and regulatory compliance-Help clients navigate the E*TRADE from Morgan Stanley brokerage platform’s investment, and banking features.
Education
College of DuPage
Associate of Arts - AA
University of Wisconsin-Whitewater
Minor, Digital Marketing & Artificial Intelligence
University of Wisconsin-Whitewater
Bachelor of Arts - BA, Corporate Communication
2023 — 2025
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