CHIEF ADMIN OFFICER, CWM
Financial Advisor, RJFS
Cole is a financial advisor with Raymond James. While focusing his business on his clients’ individual financial objectives, Cole believes the most successful wealth management strategies look at the big picture. It is this comprehensive, strategy-focused approach, delivered with constant personal attention and a commitment to his clients’ best interests, that sets Cole apart.
Cole is dedicated to managing and helping preserve wealth for you and your family. By establishing a deep and valued relationship with you, he gains a comprehensive understanding of your needs and goals. He then strives to enhance and preserve your investments through long-term financial strategies. Cole uses a comprehensive financial planning process to steer how your investments should be allocated to most efficiently help strive toward your objectives.
A native of Kansas City, Missouri, Cole graduated from the University of Missouri. When not working, Cole enjoys playing lacrosse and hiking local trails with his wife, Angela, and their three boys, Christopher, Conrad and Oscar.