Dylan Cole joined Associated Financial Planners in 2019. He is a graduate of Rutgers University with a double major in Economics and Political Science. After attending Rutgers, Dylan started his career in the health insurance industry, working for an independent health insurance agency in NYC. Before joining Associated Financial planners, Dylan worked for an independent retirement planner in Red Bank, NJ, where he was tasked with building the senior health division of the company. He has extensive knowledge of the senior health market and enjoys assisting newly eligible and existing Medicare beneficiaries with senior health planning.
Dylan currently assists with the day-to-day operations of the firm as well as servicing and supporting his own clients. As a financial advisor, he is actively developing comprehensive financial plans for new and existing clients.
He currently holds a Series 7 General Securities Representative and Series 66 Uniform State Law license. He also maintains his Life and Health licenses in New York, New Jersey, Florida, Pennsylvania, and South Carolina.
When he is not assisting clients, Dylan enjoys golfing, skiing, and spending time with family and friends.
Dylan Cole is a registered representative of The Investment Center, Inc.