Karen Cole

Karen E. Cole, CFP®
Legal Wealth Advisor Truist Bank

401 E Jackson St.

20th Floor,

Tampa, FL 33602-5209

About me

Background

Karen Cole is a Senior Vice President and Legal Wealth Advisor, with the Truist Legal Specialty Group, offering clients 29 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 and attorney community with her significant industry experience and the support of the firm’s dedicated, full-service Legal Specialty team through specialized wealth, investment, insurance, banking, and borrowing solutions.

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 solve their financial issues and meet 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 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 resides in South Tampa (Ballast Point) with her husband, Matthew, and two children: 21-year-old son, Mitchell, and 19-year old daughter, Morgan. In her spare time, Karen enjoys watching and attending sporting events and musical performances, as well as playing tennis, running and taking dance classes.

Specialties

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

  • 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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for attorneys

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for law firms

  • An independent third-party agent who holds funds or assets until the requirements contained in the escrow agreement have been met

Accomplishments

Sterling Performer (Top 10 Wealth Advisors Company-Wide)
BB&T now Truist 2017
AAA Award
BB&T now Truist 2019
Life Insurance Services Boot Camp Graduate
Truist 2020
The Truist Sterling 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 and our Performance.

The “AAA” Award Program will recognize and reward Private Advisors for being true Advisors, Ambassadors, & Acquirers for their clients, community, & team while also maintaining a high level of sales production.
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