Cole is the newest team member to join Sursa Griner Wealth Management. Cole was born in Birmingham, AL and spent a vast majority of his upbringing in Traverse City, MI. At a young age Cole started working at his family’s business and knew he would one day aspire to provide exceptional client service to a group of clients himself. Cole is excited to get involved within the Muncie community and add value for Sursa Griner Wealth Management of Raymond James.
Prior to moving to Indiana and joining Raymond James, Cole developed his financial analysis expertise specifically aligned with financial planning and investment analysis as a Certified Public Accountant (CPA) at Deloitte, the world’s largest professional services firm. At Deloitte, Cole contributed his efforts to Deloitte’s private wealth division, assisting high net worth clients through tax advantaged planning strategies, as well as supporting private equity real estate ventures in their transaction structuring and tax reporting requirements.
Cole attended Michigan State University where he graduated Magna Cum Laude with Honors earning his Bachelor of Arts Degree in Accounting with an emphasis of Finance, as well as a Masters in Accounting with a specialization of taxation.
Away from the office, Cole enjoys spending time with his Fiancé Alyssa, along with his family and friends, in addition to his passions for golf, college basketball and downhill skiing.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James does not provide tax or accounting services.