Bryan Cole, CFP®
As a CERTIFIED FINANCIAL PLANNER™, I work with a select group of high-net-worth clients with one main goal in mind and that's to give clients the confidence in knowing that their financial house is in order. This is accomplished by creating a comprehensive investment plan designed to be properly aligned with their investment objectives.
For over 20 years, I have helped clients address financial concerns and develop strategies by focusing on each individual's specific needs. With extensive experience throughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services clients deserve. Over the years, I have developed fundamental investment knowledge and have been named to The Platinum Council (previously known as Premier Advisor) in 2017, 2018, 2019, 2020 2021 and 2022. Additionally, I am a Wells Fargo Advisors PIM Portfolio Manager.
- CERTIFIED FINANCIAL PLANNER™ CFP®
- Auburn University – Bachelor of Science in Forestry Management
- Auburn University – Bachelor of Science in Business Administration (Economics)
- Northwest Community College
- Russellville High School
Previous Career Experience
A.G. Edwards and Sons, Huntsville Alabama - Financial Advisor (Wachovia Corporation acquired AG Edwards in June 2007 and Wells Fargo & Company acquired Wachovia Corporation in October 2008.)
Away from the Office
My wife, Mickie, and I enjoy hiking, golfing, and traveling. Most recently, we developed a passion for exploring United Sates National Parks. I also enjoy spending time hunting and maintaining the farm that has been in the family since the early 1930s.
The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.