Cole Samson

Paraplanner

Cole Samson 10245_11_90331_FNL-CROP_HIGHRES_v1

Born and raised in Las Vegas, Cole learned the importance of service and doing right by others at an early age, admiring the work ethic of his mother, a real estate agent, and father, a general contractor.

He lived in Nevada until he moved to Massachusetts to pursue a Finance degree at Bentley University. During his four years at Bentley, Cole interned at two accounting firms and a wealth management firm, participated in the Bentley University Investment Group, and was a Student Manager for the University football team.

Never afraid to fill up his free time, Cole has volunteered at several organizations, including Harvard Square Meal Distribution and St. Vincent Kitchen. And in his sophomore year, he participated in an Investment and Derivative Masterclass, where he learned the fundamentals of security analysis and portfolio construction while competing and engaging with other students through investment challenges.

At Heritage, Cole fills the role of Paraplanner, working with clients on assembling data and building the documentation necessary for maintaining financial plans.

He is a diehard fan of the Las Vegas Raiders and Dallas Cowboys, continues to follow UNLV basketball and football, and is currently working on his personal goal of traveling to all 50 states.