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- With CAPTRUST Since 2008
- 919.870.6822
-
4208 Six Forks Rd #1700
Raleigh, NC 27609
Hugh Wilson Cole III (Trae), CFP®
Financial Advisor,
Wealth Management
- Durham, NC
- Federalist Papers | A River Runs Through It
- General Patton, Ben Franklin, and my father
- With victory and defeat treat both the same.
- Honesty, patience, and the ability to laugh
Financial Advisors
Trae Cole is a wealth management financial advisor based in Raleigh, NC.
Trae joined CAPTRUST in 2008 as a financial advisor and is responsible for providing comprehensive wealth management and retirement advisory services to high-net-worth investors, private foundations, and corporate executives. Prior to joining the firm, he served as a financial advisor for NewBridge Investment Services, Inc., and has worked in the industry since 2000.
Education
- Bachelor of Science degree in textiles management and political science from North Carolina State University
Industry Designations
- CERTIFIED FINANCIAL PLANNER™
Awards & Recognition
- NAPA Top DC Advisor Teams | 2020 and 2021 (CAPTRUST Raleigh)
News & Resources
Wealth Management
Wealth Management
5 days ago
Basics of 529 Education Savings for Individuals
Choosing the right college savings plan for your child can...
Wealth Management
2 weeks ago
Planned Giving Strategies for Individuals
Planned giving, also known as gift planning or legacy giving,...
Resources
2 months ago
Market Update | October 2022
Coming into 2022, investors had enjoyed three years of terrific...
