Cole is dedicated to helping his clients prioritize and pursue their goals and adapt to the changes in their lives. “When you work with me, you get a caring advisor, a consistent process and a continuous relationship,” Cole says.
He provides financial planning and investment management to his clients, which include business owners, healthcare professionals, corporate professionals and retirees. He also helps company retirement plan sponsors establish and manage their 401(k) plans.
Cole is a Certified Financial Planner™ professional. He has attained the prestigious CFP® certification, one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning.
In addition, he holds the professional designations of Accredited Wealth Management Advisor℠ and Accredited Investment Fiduciary®, and Series 7 and 66 securities licenses. He is also licensed in life, accident, health and variable insurance.
Before joining our team in January 2019, Cole was a financial advisor at UBS Financial Services in Nashville. Earlier in his career, he was a sales/reinsurance coordinator for Health Cost Solutions, a commercial lines underwriter for Liberty Mutual Insurance and a financial representative for Northwestern Mutual Financial Network. He earned a bachelor’s degree in business administration from the University of Mississippi, majoring in risk management and insurance.
Cole is originally from Gainesville, Florida, and now lives in Hendersonville, Tennessee, with his wife, Ainslie, and three children, Easton, Cohen and Hampton. In his free time, he enjoys golf, duck hunting and fishing. He serves as a board member of Sumner County CASA.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.