Cole Milam, CFP®
Southern Illinois University – Master of Business Administration and Business Analytics Candidate (Expected Graduation Date – May 2024)
Southern Illinois University – Bachelor of Science in Business Administration and Finance
Jefferson College – Associate of Science in Mathematics
Cole began his professional career as an intern at a notable financial services firm in St. Louis. His professional pursuits took an exciting detour when he was drafted to the Boston Red Sox. After a two-year tenure with the team, Cole transitioned back to the financial services industry.
Cole joined the Gatewood Wealth Solutions team as a Wealth Coordinator, delivering valuable assistance to the firm’s advisory teams and contributing to clients’ financial planning and performance. In July 2022, Cole’s hard work and dedication paid off, earning him a promotion to Wealth Planner. This marked a significant milestone in his career and the firm’s history, as he became the first GWS teammate to successfully transition from Wealth Coordinator to Wealth Planner.
In his role as Wealth Planner, Cole creates and maintains clients’ personalized financial plans to align with their goals and aspirations. Cole goes beyond simply providing day-to-day client service. He is committed to delivering top-tier service and expert advice, collaborating closely with his colleagues to ensure clients receive the highest standard of financial guidance.
In his leisure time, Cole’s passion for baseball remains undimmed. For the past several years, he has channeled this drive into coaching. His ambition motivated him to establish a dedicated pitching lab, mentoring athletes across a wide spectrum, from major league hopefuls to budding talent at the youth level. Beyond the diamond, Cole is an enthusiastic participant in various other sports and outdoor pursuits.