Bob Cole, CFP®, ChFC®
Designations and Licenses
Bob is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant®. He holds an insurance license in the state of Tennessee.
Experience and Education
Bob specializes in wealth planning, investment management and retirement planning for high-net-worth individuals, families and retirees.
Prior to joining Mariner Wealth Advisors, Bob was a senior vice president and managing director at First Horizon Advisors, where he oversaw the wealth management division for 10 markets in Florida. Before that, he worked at BOK Financial as senior vice president and manager of retail brokerage. manage
After beginning his college education at the University of Arkansas, Bob transferred to Northeastern State University, where he received a BSBA in finance with minors in accounting and computer science. He also has an MBA from Union University.
Away from the office, Bob enjoys traveling with his wife and children, coaching his boys in football and watching his daughter play lacrosse. He is an avid weightlifter and CrossFitter. He is involved in the Fellowship of Christian Athletes, Junior Achievement and Filling the Void, a homeless ministry. Bob is a big fan of the Arkansas Razorbacks, St. Louis Cardinals and Dallas Cowboys.