Cole is a Financial Advisor with Raymond James & Associates and resides in Carmel, IN. Cole and his business partner Patrick O’Donovan focus their efforts primarily servicing automotive enthusiasts. In particular, Cole primarily serves individual collectors, racing communities (drivers, team organizations, and fans), vintage enthusiasts, historic vehicle related non-profits, as well as individual proprietors of specialized restoration and tuning shops.
Cole and his team have developed a proprietary process to manage wealth tailored to the above client groups in a manner that reduces unnecessary risk, with a focus on tax efficiency. Most importantly, Cole and Patrick account for their client’s automotive related assets in all aspects of the planning process. In addition to Cole’s expertise in asset management, Cole works actively with attorneys and tax accountants to establish an estate planning process to ensure his clients automotive-related assets will be handled in the hands of a steward and continue their long lived legacy on the road or track.
Prior to joining Raymond James, Cole developed his financial analysis expertise specifically aligned with financial planning and investment analysis as a Certified Public Accountant (CPA) at Deloitte. At Deloitte, Cole contributed his efforts to Deloitte’s private wealth division, assisting high net worth clients through tax advantaged planning strategies.
Cole attended Michigan State University where he graduated Magna Cum Laude with Honors earning his Bachelor of Arts Degree in Accounting with an emphasis of Finance, as well as a Masters in Accounting with a specialization of taxation.
Away from the office, Cole enjoys attending vehicle concours, learning about historic vehicles, skiing in the Rocky Mountains, and spending time with his Fiancé Alyssa.
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.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.