Colton is one of our new Client Service Associates. He joined us as an intern in August 2016 and recently graduated from North Carolina State University. Colton assists our team with overall client services and operational support with a focus on trading and asset movement. He is also a new, direct point of contact for our clients, assisting with all steps of the financial planning process and onboarding new clients to our continuous service model.
Colton grew up in Cary, NC and attended East Carolina University before transferring and graduating from NC State with a B.S. in Business Administration with a concentration in Finance in May 2017. He has a strong interest for personal finance and is excited to start his career with Financial Symmetry because of the vast resources and experience. Growing up Colton was an active motocross racer and still enjoys riding occasionally but now finds more enjoyment in watching his two brothers compete professionally. After work, Colton likes to cycle with local bike shops, and spend time with his family which includes their new puppy named Jax.
919-851-8200 ext. 214