Andrew Cole is a family office planning specialist for the Family Office division of 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 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.