Cole Swearingen
Wealth Management Associate
Joined Curi RMB Capital
March 2023
Education
B.A in Agricultural and Consumer Economics, The University of Illinois Urbana-Champaign
Accreditations
Previous Experience
- Franklin Wealth Advisors, Inc., Licensed Assistant
- Franklin Wealth Advisors, Inc, Paraplanner/Unlicensed Assistant
- Franklin Wealth Advisors, Inc. Financial Planning Intern
Bio
Cole has five years experience in the financial industry, previously working in a family wealth advisory firm in Urbana, Illinois primarily working with mass affluent clients. He gained experience supporting the lead advisor with existing and new clientele relationships.
While having many roles in his previous position, he has learned the importance of being diligent and precise in all aspects of the financial planning process.
In his free time he has volunteered as a football coach for seventh and eighth graders at his local school district, raises grass-fed cattle on his family farm, enjoys cooking, supporting Illinois sports teams and traveling. He is looking forward to forming new client relationships and exploring new food spots in town.