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Cole Edwards Location
Saint Charles, MO, US
Cole Edwards Work
Sr. Financial Advisor @ (June 2025 - Present)
Wealth Management Advisor @ (January 2023 - June 2025)
Senior Financial Advisor @ (June 2014 - December 2022)
Counselor of Office of Homeownership Preservation @ (March 2009 - June 2014)
Cole Edwards Education
University of Missouri-Columbia
B.S. (Animal Science)
1992-1996
University of Missouri-Columbia
Minor (Agricultural Economics)
1992-1996
Lafayette Sr. High School 1989-1992
Cole Edwards Skills
Account Management
Amortization Schedules
Artificial Intelligence (AI)
Asset Allocation
Asset Diversification
Asset Management
Attention to Detail
Branch Management
Budgets
Client Development
Customer Satisfaction
Customer Service
Docker
Docker Products
Economics
FINRA Series 66
FINRA Series 7
Finance
Financial Advisory
Financial Analysis
Financial Planning
Financial Services
Heavy Equipment
Investment Planning
Leadership
Life & Health Insurance Licenses
Logistics Management
MLO - Mortgage Loan Originator
Management
Mutual Funds
NMLS
Negotiation
New Business Development
Operations Management
Portfolio Analysis
Problem Solving
Process Improvement
Real Estate
Residential Mortgages
Residential Real Estate
Retail Sales
Sales
Sales Management
Sales Management Coaching
Sales Operations
Strategic Investement Planning
Strategic Planning
Team Building
Underwriting
Wealth Management
Strategic Financial Planning
Series 66
Loans
Banking
Project Management
Portfolio Management
Credit
Strategic Financial
Training
Microsoft Office
Series 7
Microsoft Word
Cole Edwards Summary
Cole Edwards, based in Saint Charles, MO, US, is currently a Sr. Financial Advisor at Edward Jones. Cole Edwards brings experience from previous roles at Citi and Wells Fargo Advisors. Cole Edwards holds a 1992 - 1996 B.S. in Animal Science @ University of Missouri-Columbia. With a robust skill set that includes Account Management, Amortization Schedules, Artificial Intelligence (AI), Asset Allocation, Asset Diversification and more. Cole Edwards has 3 emails and 1 mobile phone numbers on RocketReach.
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