• Cole McCardel, CFP®

    Vice President, Investments

Cole is a Financial Advisor at 1816 Wealth Management Partners. At a young age Cole started working at his family’s business and knew he would one day aspire to provide exceptional client service to a group of clients himself. Through his specialized experience and education, Cole provides value to business owners, multi-generational families, executives, medical professionals, divorcees, in addition to sudden wealth situations.

Before joining Raymond James in 2017, Cole developed his financial analysis expertise specifically aligned with financial planning and investment analysis as a Certified Public Accountant (CPA) at Deloitte, the world’s largest professional services firm. Cole contributed his efforts to Deloitte’s private wealth division, assisting high net worth clients through tax advantaged planning strategies, as well as supporting private equity real estate ventures in their transaction structuring and tax reporting requirements. In addition to his experience at Deloitte, Cole is also holds the designation of CERTIFIED FINANACIAL PLANNER.

Cole attended the Honors College at 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 spending time and traveling with his wife Alyssa along with giving back to the community through Indianapolis Cars and Coffee, a recognized nonprofit organization he and other likeminded automotive enthusiasts started.

Raymond James is not affiliated with the above organizations and/or charitable causes.

Raymond James does not provide tax or accounting services.