Dorothea 'Dottie' Cole

Managing Partner/Investment Advisor Representative

Life and money go hand in hand. I am with you through it all. First, relationships – not spreadsheets – are the foundation for everything we do together. And there is no robotic formula for building relationships. Second, everyone is different. With 25+ years of experience, my approach is client-led and client-focused. The process I follow is based on where you are. This isn’t about collecting more money and buying more stuff – it’s about using money to get more out of life.

I relocated to Tarpon Springs, Florida in 2017 with my husband Bob, who is an ER paramedic, and our daughter Abby, who is getting ready to go off to college. Our son Nick lives in Indiana and works as a fireman and in construction. I love finding time to soak up the sun, attend the theater, and live a fully engaged lifestyle focused on serving others.

Dorothea Cole (Dottie) is registered as an Investment Advisor Representative with J.W. Cole Advisors, Inc. and also holds her Florida & Indiana LH & ADD licenses (including; AL, CA, CT, GA, IL, MA, MI, NC, NJ, NY, PA, SC, TX, VA, VT, WA, WI, WV, and OH). She began her career in 1996 and worked her way up through the industry and chose to become independent to better serve her clients in 2009.