Cole Edwards

388 Round Tower Dr. E., Cottleville, MO 63304

Email: ColeEdwards66@hotmail.com | Online Resume: https://thecoletrain.github.io/resume

Financial Advisor | Wealth Management & Strategic Advisory

Seasoned Financial Advisor with 10+ years of experience managing client portfolios, delivering strategic advisory services, and driving revenue growth. Proven record of exceeding targets and cultivating high-net-worth client relationships through comprehensive financial planning and proactive client engagement.

Core Competencies

• Financial Planning
• Client Acquisition
• Relationship Management
• Business Development
• Risk Management
• Sales Leadership
• Team Building

Professional Experience

Citi Personal Wealth Management, O’Fallon, MO

Wealth Advisor | 2023 – Present

• Manage a $60M book of business and doubled revenue within the first year.
• Develop and implement comprehensive financial plans tailored to high-net-worth clients.
• Advise clients on investment strategies and portfolio diversification, ensuring alignment with their long-term financial goals.

Wells Fargo Advisors, St. Louis, MO | Lead Senior Financial Advisor | 2014 – 2022

• Served affluent clients nationwide, consistently achieving 150–250% of set targets.
• Led team coaching sessions and mentored 15 direct reports
• Promoted to Senior Advisor in 2017 for outstanding leadership and production
• Promoted to Team Lead in 2018 due to exceptional sales coaching and team management skills.
• Averaged $800K in monthly assets gathered in 2021, almost $10,000,000 total for the year.

Education

B.S. in Animal Science, Minor in Agricultural Economics
University of Missouri, 1996 | Dean’s List

Certifications & Skills

FINRA Series 7 & 66 | Life & Health Insurance License | Advanced Operations Management | Microsoft Office