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.