Financial Advisor, Merrill Lynch

Steven C Cole

Wealth Management Advisor

Senior Vice President-Wealth Management

PACWEST CENTER
1211 SW 5TH AVENUE
Suite 2400

PORTLAND, OR 97204-3793

Phone: (503) 2214791
Email:

Directions to Branch

PROFESSIONAL PROFILE

Steve Cole is a Senior Vice President and Wealth Management Advisor who joined Merrill Lynch in 1985. Steve graduated from Brigham Young University with a BA in Economics and a minor in Physics. Steve is a CERTIFIED FINANCIAL PLANNER™ certificant, awarded by the Certified Financial Planner Board of Standards, Inc. While actively managing equity portfolios, following a defined strategy; Steve also designs portfolios for clients who wish to receive income from their investments.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Steven Cole is registered to do business in:AK, AZ, CA, CT, FL, HI, NC, NH, NJ, NV, OR, PA, TX, UT, WA

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C8476318 (JCA*******801)