Cole Crocker
Financial Advisor
CFP®
About Me
Born and raised in Nashville, Cole is committed to both his community and his clients. As a Certified Financial Planner™ with Strategic Financial Partners, he specializes in building long-term, trusted relationships with affluent families, business owners, and executives. Cole helps them protect, build, and transfer wealth through tax-efficient strategies, wealth management, business exit planning, succession planning, and legacy planning, in an effort to help ensure their financial goals are met with care and integrity.
Business Philosophy
Preparing for that next step in life isn’t always easy. New clients approach me with similar concerns: increasing demands on their time and resources prevent them from taking appropriate steps to make positive financial outcomes possible. I’ll guide you through the team-based, process-driven approach to financial preparedness that has helped many of my clients. Contact me today to learn how you may benefit from putting our team to work for you.
I offer an analysis of your current financial situation and help you:
I offer an analysis of your current financial situation and help you:
- Identify financial goals and concerns
- Illustrate what is being done to reach your goals and deal with concerns
- Identify gaps, if present, and offer solutions to fill them
Professional Qualifications
Licenses
Memberships & Designations
Focus Areas
Contact Me
Strategic Financial Partners
3401 Mallory Lane, Suite 220
Franklin, TN 37067
O: 615.435.4153
615.560.7567 (Text Only)
C: 615.491.8331 (Calls Only)
F: 615.778.9809
colecrocker@strategicfinancialpartners.com