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I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.

Cole Cecconi

Financial Advisor

13510 Ballantyne Corporate Pl

Charlotte NC 28277

(704) 341.5124

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I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.

ProfileAbout Merrill

Profile

Cole Cecconi is a Financial Advisor dedicated to helping clients achieve long-term financial goals through strategic planning and strong relationships. He began his career with the CBC Group as an intern in 2023 and brings experience in portfolio strategy and client engagement. A Rollins College graduate and former Men’s Soccer Team member, Cole earned his MBA from the Crummer Graduate School of Business. Originally from Oviedo, Florida, he enjoys golf, soccer, and spending time with family and friends.

About Merrill

Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.