Introduction
My position as a financial advisor with Edward Jones since 2019 allows me the privilege of witnessing clients and their families go to college, save for travels, enjoy their hobbies and eventually retire with dignity. Experiencing those successes inspires me to serve my clients and advance what truly matters most to them.
I listen, care and wholeheartedly dedicate myself to helping my clients achieve their unique definition of financial success. My clients often come to me during times of transition such as changing jobs, retirement or receiving an inheritance. I also collaborate with other professionals such as CPAs and estate planning attorneys. Licensed in several states, I am able to serve clients and their loved ones nationwide.
Originally from Snyder, TX, I enlisted in the U.S. Navy in 1995 and served 14 years as Mineman and 10 years as a Surface Ordnance Limited Duty Officer on various ships from Minesweepers, a Destroyer and an Aircraft Carrier, as well as a prestigious position of Weapons Officer supporting SEAL Teams in the Middle East. After a successful 24-year career serving my country, I now have the pleasure of serving the families and small business owners in my local community of Leander, TX.
My wife, Valerie, is a health care administrator with Baylor Scott & White hospital. We have two adult sons, Christian and Noah. I have been serving my community as a member of the Leander Chamber of Commerce, American Legion Post 911 in Cedar Park and a board member for the Leander Youth Football and Cheer Association for ages 5-12.
Also assisting clients in our office is Donna Bennett, a senior branch administrator with 20 years of experience at Edward Jones. Donna is instrumental in providing our clients with the highest level of service possible and is committed to helping ensure that you are highly satisfied.
Keywords: veteran owned business, cole drum edward jones, veteran financial advisor, cole drum leander financial advisor , investing, financial advisor, financial planning, life insurance, investments, wealth management.
I listen, care and wholeheartedly dedicate myself to helping my clients achieve their unique definition of financial success. My clients often come to me during times of transition such as changing jobs, retirement or receiving an inheritance. I also collaborate with other professionals such as CPAs and estate planning attorneys. Licensed in several states, I am able to serve clients and their loved ones nationwide.
Originally from Snyder, TX, I enlisted in the U.S. Navy in 1995 and served 14 years as Mineman and 10 years as a Surface Ordnance Limited Duty Officer on various ships from Minesweepers, a Destroyer and an Aircraft Carrier, as well as a prestigious position of Weapons Officer supporting SEAL Teams in the Middle East. After a successful 24-year career serving my country, I now have the pleasure of serving the families and small business owners in my local community of Leander, TX.
My wife, Valerie, is a health care administrator with Baylor Scott & White hospital. We have two adult sons, Christian and Noah. I have been serving my community as a member of the Leander Chamber of Commerce, American Legion Post 911 in Cedar Park and a board member for the Leander Youth Football and Cheer Association for ages 5-12.
Also assisting clients in our office is Donna Bennett, a senior branch administrator with 20 years of experience at Edward Jones. Donna is instrumental in providing our clients with the highest level of service possible and is committed to helping ensure that you are highly satisfied.
Keywords: veteran owned business, cole drum edward jones, veteran financial advisor, cole drum leander financial advisor , investing, financial advisor, financial planning, life insurance, investments, wealth management.
Contact Info
Address:
1908 S Bagdad Rd Suite A
Leander
TX 78641
United States
Leander
TX 78641
United States
Tel:
(512) 259-7156
Website:
https://www.edwardjones.com/cole-drum
Hours of operation
| From | To | From | To | From | To | ||
|---|---|---|---|---|---|---|---|
| Monday | Open | ||||||
| Tuesday | Open | ||||||
| Wednesday | Open | ||||||
| Thursday | Open | ||||||
| Friday | Open | ||||||
| Saturday | Open | ||||||
| Sunday | Open | ||||||
