Stacey Cole Email & Phone Number
Managing Director and Wealth Advisor @ Haven Private
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Stacey Cole Location
- Orlando, FL, US
Stacey Cole Work
- 2022 -now Managing Director and Wealth Advisor @
- 2020 -2022 Managing Director and Senior Advisor @
- 2007 -2020 Senior Trust Officer, Senior Vice President @
- 1999 -2004 Partner @
- 1994 -1999 Associate Attorney @
- 1992 -1994 Associate Attorney @ Bender, Bender, Chandler & Adair, P.A.
Stacey Cole Education
- University of Florida - Fredric G. Levin College of Law
Juris Doctor (Law)
1989-1992 - University of Florida College of Journalism and Communications
Bachelor of Science (BS) (Public Relations)
1985-1989
Stacey Cole Skills
- Estate Planning
- Strategic Financial Planning
- High Net Worth Individuals
- Asset Management
- Estate Law
- Investment Management
- Retirement Planning
- Wealth Management
- Financial Planning
- Wills
Stacey Cole Summary
- Stacey Cole, based in Orlando, FL, US, is currently a Managing Director and Wealth Advisor at Haven Private. Stacey Cole brings experience from previous roles at Fieldpoint Private, U.S. Trust and Akerman LLP. Stacey Cole holds a 1989 - 1992 Juris Doctor in Law @ University of Florida - Fredric G. Levin College of Law. With a robust skill set that includes Estate Planning, Strategic Financial Planning, High Net Worth Individuals, Asset Management, Estate Law and more. Stacey Cole has 1 emails and 2 mobile phone numbers on RocketReach.
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