Dorothea 'Dottie' Cole

Partner, Investment Advisor Representative

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, 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.

Dottie brings her energy, enthusiasm, and knowledge of financial markets to help clients and their families meet both their current and future goals along with their planning objectives.

She believes that a successful wealth management strategy looks at all aspects of your financial life and integrates this with your personal goals and aspirations. 

"Total Life Planning...why not take an approach that makes sense.  Financial independence is not just about stocks, bonds, and mutual funds."

Dottie relocated to Palm Harbor, Florida in 2017 with her husband Bob, who is a paramedic, and their daughter Abby. Between her daughter's volleyball, track, and Cambridge Magnet schooling, she finds time to soak up the sun, attend the theater, and live a fully engaged lifestyle focused on serving others.