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Griffin B

Series 66

Toledo, OH

J. W. Cole Advisors, Inc.

Griffin Boustany is a financial advisor at J.W. Cole Advisors, Inc. with six years of industry experience. He holds the Series 66 designation and has worked with J.W. Cole Advisors and J.W. Cole Financial since 2020. His background also includes roles at General Motors and involvement with Masterpiece Automotive Consulting and Masterpiece Financial Services. Outside of his advisory role, he was engaged with Boustany Film Company, LLC for eight years. J.W. Cole Advisors operates a large network of independent investment adviser representatives and provides fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of fundamental and technical analysis and offers both discretionary and non-discretionary account management, incorporating digital advice and multiple custodial platforms.

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

Series 66

Toledo, OH

J. W. Cole Advisors, Inc.

Michael Delaney is a financial advisor at J. W. Cole Advisors, Inc. in Toledo, Ohio, holding a Series 66 designation. He has experience working at Northwestern Mutual and General Motors, as well as involvement with Boustany Film Company. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary approaches.

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

Series 66

Toledo, OH

J. W. Cole Advisors, Inc.

Heather Calla is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 credential and over 20 years of industry experience. She has been with J. W. Cole Advisors and its affiliated firms since 2006 and has also been associated with Rohrs & Associates, LLC since 2004. Outside of her advisory work, she owns BR Chocolates and Edibles, a chocolate sales business, and serves as a trustee of the Dorothy D Rorick Trust. J. W. Cole Advisors operates a large network of independent advisors, offering fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth, and institutional clients. The firm employs a variety of investment strategies and platforms, including discretionary and non-discretionary management, and integrates both fundamental and technical analysis.

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