Cole joined Hilliard Lyons in Dyersburg, Tennessee in 2012 after working in a similar role with Merrill Lynch, then transitioned to Baird in 2019. Cole is a CERTIFIED FINANCIAL PLANNER™ practitioner and specializes in retirement planning, tax planning, and reducing investment risk through calculated portfolio allocation. He is also a CERTIFIED PRIVATE WEALTH ADVISOR™ practitioner that focuses on strategies for high-net-worth clients to help maximize growth, mitigate taxes, and protect assets. Cole’s primary focus is to help clients build a financial roadmap that will define their outlook for the future, but organize it in a way to make it understandable. In 2019 and 2023, Cole was honored by Forbes as a Top Next-Gen Wealth Advisor, a recognition reserved for talented advisors who represent the future of the wealth management industry.
Cole earned his bachelor’s degree from the University of Memphis, where he was a Division I baseball player, and acknowledges the role the sport played in building his work ethic and team mentality. Most of Cole’s time outside of the office is spent with his wife, Ellen, a former Miss Tennessee, and their daughter, Willa, who they adopted from China. He and his family are actively involved with First Baptist Church of Dyersburg, where he serves as a deacon and is also on the Finance Committee.
Forbes/SHOOK Research Top Next-Generation Wealth Advisor. Publication as of July 24, 2019. Rankings as of March 31, 2019.
Forbes/SHOOK Research Top Next-Generation Wealth Advisor. Published on 8/8/2023, rankings based on data as of 3/31/2023.