News & Events

07/31/2017

2017 Women of Cole

Finding Your Why

The annual Women of Cole Conference is an exclusive event hosted by the home office to give women of J.W. Cole an opportunity to share unique ideas and industry best practices used in the financial industry. This year's big meetup was co-hosted by partner Advisor, Vicki Beam in Traverse City, Michigan.

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01/07/2017

J.W. Cole Advisor Recognized by Investment News”40 Under 40″

Advisor Spotlight

Congratulations to Kasia Marczyk, founder of Anchor Wealth Management at J.W. Cole Advisor, who was named one of the top 40 young leaders in the financial advice industry by Investment News.

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12/20/2016

2016 Advisor Symposium

Building Better Businesses

The Annual J.W. Cole Advisor Symposium is an event hosted by the home office to foster fellowship and share the best industry practices amongst our partner Advisors. On behalf of your home office family at J.W. Cole Financial, thank you for making the 2016 Advisor Symposium one for the record books!

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08/29/2016

Advisor Spolight

A Professional, Mentor & Game-Changer

Karen Roberts is the owner of The Emerald Financial Group, in Deerfield Beach, Florida. She has been in the financial services industry for over 20 years. We would like to recognize Karen as one of our many top Advisors and here's why...

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06/16/2016

A Day at the Home Office

The Vanhorenbeck Group

The J.W. Cole Home Office met with one of its top producing groups, the Vanhorenbeck Group to discuss how J.W. Cole will help their office adapt to the changing financial services industry and how the Advisor Solutions team can help them thrive as business owners.

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“If you don’t care for the person on the other end of the line, you can’t provide great customer service. Our team at JW Cole is committed and accountable to all our Advisors.”

- R. J. Wood
Founding Partner

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Media

Media Kit:
Craig Towle
jwccommunications@jw-cole.com
(813) 935-6776

 

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