Cola Wealth Advisors Employee Directory

Cola Wealth Advisors corporate office is located in 4580 Sunset Blvd, Lexington, South Carolina, 29072, United States and has 11-50 employees.

cola wealth advisors

com colawealthadvisors

Employees by Department

Departments

Number of employees

Finance

Operations

Sales

Key Employees of Cola Wealth Advisors

CT
Connor Thomas
Branch Manager
PhoneEmail
BA
Brynnan Ashton
Office Manager
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Cola Wealth Advisors Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Cola Wealth Advisors

Hundreds of professionals searching for Cola Wealth Advisors have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

CT
Connor Thomas
Email Direct
Branch Manager
United States , South Carolina , Lexington

HW
Hunter Walters-McCarthy
Email Direct
Registered Representative and Investment Advisor Representative
United States , South Carolina , Lexington

EM
Erin Miller
Email Direct
Assistant To Owner
United States , South Carolina , Lexington

MH
Matt Hawkins
Email Direct
Registered Representative
United States , South Carolina , Lexington

SM
Sarah Moore
Email Direct
Sales Assistant
United States , South Carolina , Lexington

HG
Hannah Gattis
Email Direct
Sales Assistant
United States , South Carolina , Lexington

LM
Lisa Mantei
Email Direct
Registered Representative
United States , South Carolina , Lexington

AB
Aiden Brock
Email Direct
Wealth Management Intern
United States , South Carolina , Lexington

BA
Brynnan Ashton
Email Direct
Office Manager
United States , South Carolina , Lexington

DM
Deborah McCafferty
Email Direct
Assistant
United States , South Carolina , Lexington

AM
Atul Makharia
Email Direct
Registered Representative and Investment Advisor Representative
United States , South Carolina , Lexington

DM
Darrell Mantei
Email Direct
Registered Representative
United States , South Carolina , Lexington

JJ
Jason Jeanquart
Email Direct
Registered Representative and Investment Advisor Representative
United States , South Carolina , Lexington

KN
Katherine Nishnic
Email Direct
Registered Representative
United States , South Carolina , Lexington

PR
Parker Rominger
Email Direct
Finance Intern
United States , South Carolina , Lexington

Former Employees at Cola Wealth Advisors

Explore people who held key positions, contributed to Cola Wealth Advisors's success, and advanced their careers.

Peter DeLuca

Annuity Vice President at Financial Independence...

Worked as Registered Representative, IAR

at Cola Wealth Advisors (2019-2025)

Direct

Maya Bostwick

Financial Analyst at Primo Brands

Worked as Intern

at Cola Wealth Advisors (2020-2021)

Direct

Kylee Agabashian

Manager, Marketing Com... at Magnera

Worked as Finance Intern

at Cola Wealth Advisors (2022-2023)

Direct

Mask Content

EP Mapping Specialist ... at Boston Scientific

Worked as Insurance and Annuity Specialist

at Cola Wealth Advisors (2018-2023)

Direct

Mask Content

Financial, Truist Inve... at Truist

Worked as Client Service Intern

at Cola Wealth Advisors (2022-2022)

Direct

Mask Content

Sqr at Welocalize

Worked as Investment Intern

at Cola Wealth Advisors (2024-2024)

Direct

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Frequently Asked Questions Regarding Cola Wealth Advisors Employees

How many employees does Cola Wealth Advisors have?

Cola Wealth Advisors has 11-50 employees

Who are Cola Wealth Advisors key employees?

Some of Cola Wealth Advisors key employees are Connor Thomas, Brynnan Ashton

Where is Cola Wealth Advisors located?

Cola Wealth Advisors’s headquarters are located at 4580 Sunset Blvd, Lexington, South Carolina, 29072, United States

How do I contact Cola Wealth Advisors?

Cola Wealth Advisors Contact Info: Phone number: (803) 748-7666 Website: www.colawealth.com

What does Cola Wealth Advisors do?

Cola Wealth Advisors provides comprehensive wealth management services, including cash flow and income planning, estate planning, insurance and risk management, investment management, retirement planning, and tax planning. They cater to clients who feel overwhelmed by their financial situations and seek tailored, hands-on guidance to navigate compl... Read More

Is Cola Wealth Advisors a public company?

Cola Wealth Advisors is private company therefore does not currently have an official ticker symbol

See more information about Cola Wealth Advisors Employees