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Thomas H

PFS™, Series 63, Series 65

The Woodlands, TX

J. W. Cole Advisors, Inc.

Thomas Hayes is a financial advisor at J. W. Cole Advisors, Inc. with 28 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Hayes is the president and owner of T J Hayes & Co, PLLC, a CPA firm providing tax and accounting advice. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm employs a variety of investment strategies and platforms, including fundamental and technical analysis, model-based approaches, and digital advice.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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Leisl D

CFP®, Series 65, Series 63

The Woodlands, TX

J. W. Cole Advisors, Inc.

Leisl Dodson is a CFP® with eight years of industry experience currently affiliated with J. W. Cole Advisors, Inc. She has held positions at several firms including LPL Financial, LLC and The O.N. Equity Sales Company. Dodson also has a licensed assistant role with Zone 7 Financial Services. J. W. Cole Advisors, Inc. serves individuals, high-net-worth clients, and institutional accounts through a large network of independent advisers. The firm offers fee-based portfolio management, financial planning, retirement services, and access to various third-party investment platforms and strategies.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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