Karen Cole, CFP®

Senior Vice President Legal Wealth Advisor Private Client Group Truist Bank

401 East Jackson Street

Fl 20,

Tampa, FL 33602

Karen.Cole@Truist.com

813-224-2133

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About me

Background

Karen Cole is a Senior Vice President and Legal Wealth Advisor with the Truist Legal Specialty Group offering clients over 30 years of financial services experience. She focuses on serving the needs of law firms and individual attorneys in the Greater Tampa Bay market, adding value to the legal community with her significant industry experience.

As a CERTIFIED FINANCIAL PLANNER^{^®}professional and fiduciary, Karen helps her clients take a comprehensive, strategic approach to financial planning. Utilizing an in-depth financial needs assessment, and in partnership with Truist specialists in banking, strategic credit, risk management, investments, and trust and estate planning, Karen and her team develop recommendations tailored to her clients' needs, priorities and preferences.

Karen approaches both her personal and professional life with a "get it done" attitude and gets immense gratification from helping her clients and their families address their short and long-term financial goals. She strives to approach each client interaction objectively and with a planning-centric perspective and a goal-achieving mindset.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science in Public Relations, Minor in Business Administration, Honors Graduate

The University of Florida 1989 1993

Personal Interests

An excellent communicator and connector, Karen is an active member of the community serving on boards at the Straz Center for the Performing Arts and The Florida Orchestra, as well as the Chair of the Development Council for Bay Area Legal Services and as a Non-attorney Committee "A" member of the Florida Bar's Thirteenth Circuit Unlicensed Practice of Law.

Karen is also an active member of the Hillsborough County Bar Association and the Hillsborough Association for Women Lawyers.

Karen resides in South Tampa (Ballast Point) with her husband, Matthew and has two adult children, Mitchell and Morgan.

In her spare time, Karen enjoys spending time with her children, watching and attending sporting events and musical performances, as well as playing tennis, running and taking barre classes.

Specialties

Financial planning

Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

Banking

A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

Fiduciary

Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

Accomplishments

Wealth Elite Advisor*

Truist 2023 Internal

*The Truist Wealth Elite Advisor Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

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