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Cole McHargue, CFP®

An alumnus of Northeastern University with a B.S. in Finance and a B.S. in Economics, Cole has been with Merrill Lynch Wealth Management since 2020. He obtained his Certified Financial PlannerTM certification in 2022 and with those expertise assists clients with investment planning, risk management, and tax minimization strategies. He serves on the board of CenterPlace Health, The Venice Art Center, and the Venice Symphony. He resides in Sarasota with his wife, Jennifer, and their dog, Dougie.