Cole Aaronson, CFP®

Senior VP Wealth Management

Cole is a Senior Financial Advisor with nearly a decade of experience in wealth management and financial planning. He specializes in retirement savings, portfolio allocation, and tax-efficient strategies.

Cole believes the best way to help a client is to understand them first as individuals, their financial circumstances and life goals; only then can a good financial advisor create a personalized investment strategy to deliver on his client’s overall financial needs. As a fiduciary, Cole always puts his clients' interests first. Whether it is coaching a client to increase their savings rate, creating a retirement plan, advising against an unsound investment, or advising on different investment strategies, Cole makes sure his clients understand how their money is working to achieve their individual goals.

Though he cannot be everywhere at once, Cole is licensed in 18 states and meets with clients in person and virtually across time zones regularly.

Cole and his wife, Angie, have identical twin daughters. In his spare time, Cole enjoys cooking, cycling and playing tennis.

Cole is currently welcoming new wealth management and financial planning clients.

Michelle DeLuca

Senior Sales Assistant

Michelle DeLuca is Series 7 licensed and a twenty-year veteran on Wall Street. A native New Yorker, Michelle is a registered Senior Sales Assistant to Mr. Aaronson at 590 Madison Avenue in NYC.