Cole Wilmarth
Cole T. Wilmarth, CFP®, WMSSM CERTIFIED FINANCIAL PLANNER™ Wealth Management Specialist℠
Financial Advisor

Cole T. Wilmarth, CFP®, WMS℠ joined the Wilmarth Private Wealth Management Group as a Financial Advisor with Raymond James on April 15, 2019. He recently attained the prestigious CERTIFIED FINANCIAL PLANNER™ designation. While focusing on each family’s individual financial objectives, Cole believes the most successful wealth management strategies are implemented after actively listening and clarifying, that which is communicated by the family. Identifying the nuances that create their unique situation, and recognizes wants, needs and goals. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to his clients’ best interests, that sets Cole and this team apart.

Cole believes in his fiduciary responsibilities and acting in the best interests of the client families he serves. Helping a family reach goals, milestones and dreams by way of maximizing financial solutions that best fit is both the artwork and science in Cole’s financial and estate planning practice. “There is a reason there are countless financial products on the market. We are all different. It is the artisanship in procuring a distinct financial and estate plan for a family that is so rewarding. It is delivering a solid plan that we revisit often, make adjustments if necessary, as a means to remain in front of life’s challenges. I develop custom solutions and apply the financial acumen that I have studied, trained and practiced for years to each and every opportunity that a family we serve presents”, states Cole.

Cole is a cum laude graduate of the University of North Florida, with dual degrees in Finance and Financial Services. In addition to being a CERTIFIED FIANCIAL PLANNER™ professional, he holds the Accredited Asset Management Specialist℠ and Wealth Management Specialist℠ credentials. He is a board member of Tied Together, a Melbourne – based organization that influences young men in their early adult development toward a positive self-image and self-worth, building confidence to stand tall as an individual. Cole is also a member of the Financial Planning Association.

A native of Melbourne, FL, Cole has never met a stranger. He enjoys his neighborhood get-togethers, (being unofficially labeled the neighborhood mayor) boating, and four - wheeling and of course hanging out with the Wilmarth Canine Trio; his very favorite fur daughter, Ava the German Shepherd and Mom and Dad’s Lexi, the German Shepherd, along with Dieghan their Golden Retriever. He is often found helping those in our community, refurbishing his home or holding community cookouts (in the cooler months).

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.