Andrew Cole

Andrew Cole

Family Office Planning Specialist
Alpharetta, GA
andrew.cole@bluetrust.com
(770) 280-6000

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.

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources from Andrew

  • Love or Work Podcast: Good Money.

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