Dorothea 'Dottie' Cole

Life and money are closely connected, and I’m here to support you every step of the way. Relationships, not spreadsheets, are at the heart of what we do. There is no one-size-fits-all formula for building real connections. Everyone’s situation is unique. With 30 years of experience, I focus on your needs and goals. My process starts with where you are right now. It’s not about just making more money or buying more things. It’s about using your money to enjoy life more.

In 2017, I moved to Tarpon Springs, Florida, with my husband Bob, who works as an ER paramedic, and our daughter Abby, who recently graduated from college. Our son Nick lives in Indiana with his wife Alyssa and their children, Everly—Dottie’s little ray of sunshine—and Levi—Dottie’s little peanut. Both kids call her DeDe. Nick is a fireman, and Alyssa is an EMT. I enjoy spending time in the sun, going to the theater, and living a life focused on helping others.

Dorothea Cole (Dottie) is registered as an Investment Advisor Representative with J.W. Cole Advisors, Inc. and also holds her Florida & Indiana LH & ADD licenses (including: AL, CA, CT, GA, IL, MA, MI, NC, NH, NJ, NV, NY, OH, PA, TX, VT, WA, WI and WV). She began her career in 1996 and worked her way up through the industry and chose to become independent to better serve her clients in 2009.