Andrew Cole
Family Office Planning Specialist
Atlanta, GA
Andrew Cole is a family office planning specialist for the Family Office division of Ronald Blue Trust.
Andrew supports the Family Office division by helping clients intentionally design a multi-generational plan for transferring the social, spiritual, and financial capital necessary for their family to thrive. He evaluates a client’s estate, insurance, tax, investment, philanthropic, retirement, trust, and cash flow considerations, and brings them together to create a comprehensive plan designed to facilitate a principle-driven wealth transition with the goal of properly preparing and equipping each generation.
Prior to his current role with the company, Andrew completed an internship in the Family Office division. This experience provided him with valuable knowledge and understanding in the areas of trusts, financial planning, and family foundations. Before joining Ronald Blue Trust, he worked as a business process associate at Bluemark Financial Advisors. In this role, he efficiently brought new clients on board, engaged in rollover IRA calls, and offered additional support whenever necessary.
Andrew graduated from Liberty University with a BS in business administration – finance.
Active in his community, Andrew is involved in a small group at his local church.
Andrew resides in Atlanta, Georgia.
Resources
We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.