Cole McGlothlin

I'm Cole McGlothlin.

I help very successful tech executives and business owners make a life of meaning where work is optional. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals. I thrive on helping those with complicated plans and situations. My focus is on tech executives and business owners with over $1 million in investable assets. I previously worked in accounting, vehicle dealer and factory production management, real estate and the golf industry. I've lived in Cary since 2013 and have been with my lovely wife, Cori, since 2001. I love spending time with her and my daughter, Gwendolyn Rose, along with golfing, 'Geek Stuff', classic cars and travelling. I'm proud to have earned my wife's hand in marriage, made three Eagles in one round of golf, attained my Accredited Asset Management Specialist™ (AAMS™) designation and mentored new Edward Jones financial advisors. I'm involved in the Walk to End Alzheimer's and Toys for Tots, and I volunteer at the SAS Championship. I have previously served on the board of The Carying Place, which helps homeless families by giving them a place to live while they learn budgeting skills for life. My main priority is to ensure everyone is happier after I've met them, so I focus on their best interests and goals. My key to success is to treat everyone the way they want to be treated. I'm very literal and justice driven, so I dedicate time to understanding my clients and their goals. My goals are to be a good husband and father (along with taking care of my family), play Augusta National or even The Masters (okay, more of a fantasy on that one!), and to create a sustainable business that allows me to help my clients. I've always been very analytical, which was why I originally studied aerospace engineering and applied mathematics. Because of this, I understand analytical thinkers like engineers, scientists and tech professionals. I can look to help with 'paralysis by over analysis.' If you are concerned about making the right investment decisions or are not certain you are saving the right amount, please allow me to help. Working together, we can create a strategy that's right for you.