Vernon C. Cole, CFP® in

Vernon C. Cole, CFP®

Planner · DISC type Sc
Managing Director, Wealth Advisor at Peapack Private
📍 Summit, New Jersey, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
20 Years
Current Role
Managing Director, Wealth Advisor
Job Level
Mid-senior
Location
Summit, New Jersey, United States
Personality Overview

How Vernon shows up

Disciplined
Deliberate
Overcautious

They are thorough and always follow a systematic approach. Being observant comes to them naturally. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Priorities

Topics Vernon cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

3-2023
Managing Director, Wealth Advisor
Peapack Private
9-2021 - 3-2023
Senior Vice President of Financial Planning - Wealth Management
Newport Capital Group
9-2004 - 9-2021
Vice President, Client Advisor
Rockefeller Capital Management
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1989 - 1993
Bachelor's degree
Rutgers University
2011 - 2011
MBA Certificate Program
Rutgers University - Center for Management Development
2012 - 2013
Financial Planning
New York University - SCPS
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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