Cole Haddock Mission Wealth

Cole Haddock

In by Mission Wealth

Cole Haddock Mission Wealth

Cole Haddock

Client Advisor Associate


Cole Haddock Mission Wealth

Cole Haddock

Client Advisor Associate

“Someone’s sitting in the shade today because someone planted a tree a long time ago.” - Warren Buffett

Role at Mission Wealth

Cole serves as a Client Advisor Associate for Mission Wealth. In this process he becomes intimately acquainted with client’s financial lives and specific goals. Then works to analyze current investments to deliver customized financial planning, estate & risk management, wealth management reviews and tax planning solutions to assist in their goal achievement.


Contact Information

Team Location: Texas, Southeast

Department:

Advisory Team



Professional Background

Prior to Mission Wealth, Cole began his career as an Advisor at Halbert Wealth Management, specializing in alternative investments. Before working in wealth management, he worked in the oil and gas industry managing complex and high-risk operations for Chevron, both on land and offshore.


Cole has a Bachelor of Science in Finance from the Southeastern Louisiana University.

Personal Pursuits

Cole enjoys spending time in or around the lake in Austin, playing golf, going for a hike or bike ride, and checking out the newest food truck. He loves to travel, especially when going to Colorado to visit his niece and snowboard.


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