Cole, Cfp William F.

My journey towards becoming a financial advisor began in January of 1985 and spanned over 20 years as both an advisor and a manager. I worked in all 3 major channels of distribution- the wire house, the independent, and the bank brokerage- and in small, medium, and large demographic markets. I hold or have held the following licenses: NYSE Series 8, NASD Series 4, 7, 24, 53, 66, and various state life/health/ and variable annuity licenses - I've been there! As a former helicopter pilot in the US Army, flying "nap of the earth" missions in an attack helicopter company, I knew that I needed an e...