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Boston - One Boston Place

Ian Cole

CFP®, CFA®

Senior Wealth Advisor

201 Washington St, 11th Floor
Boston, MA 02108

Ian Cole

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Ian Cole

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • CFA® – Chartered Financial Analyst®

About Ian

Ian supports a team of financial counselors with all aspects of client relationships, including financial, investment, and tax planning for high-net-worth individuals and corporate executives.

Outside the office, Ian enjoys hiking the White Mountains in New Hampshire, running marathons, and spending time with his wife and friends.

Education and Professional Milestones

  • Boston University - Bachelor of Arts Degree in Economics
  • Has worked in Boston as an investment consultant for a national financial services firm
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