Cole T. Wilmarth joined the Wilmarth Private Wealth Management Group as a Financial Advisor with Raymond James on April 15, 2019. While focusing his business on his clients’ individual financial objectives, Cole believes the most successful wealth management strategies are put in place after truly listening and understanding what’s being communicated by the family. Listening for the nuances that make them different than every other family he meets with is unique and a mandate in order to understand the details that comprise each family’s big picture. 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 most recently worked for Fidelity Investments in Jacksonville, FL. He noted the need for more in – depth discussions and comprehensive planning was an area he wanted to focus his efforts. Cole believes in the fiduciary responsibilities and acting in the best interests of the client families he serves will be most rewarding. Helping a family reach goals, milestones and dreams by way of maximizing financial solutions that best fit that exact family 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’re all different. It’s the art of creating a unique financial and estate plan for a family that is so rewarding. It’s delivering a solid plan that you and the family revisit often to adjust, so that we remain in front of life’s challenges” states Cole.
Cole is a cum laude graduate of the University of North Florida, with dual degrees in Finance and Financial Planning. He holds the Series 7, 63 and 66 licenses.
A native of Melbourne, FL, Cole enjoys boating, traveling, working out and spending time with family to include his two favorite fur balls, Lexi, the German Shepherd and Dieghan the Golden Retriever.
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.