Philip Cole is a wealth management financial advisor based in Overland Park, KS.

Philip specializes in portfolio construction and investment oversight for high-net-worth individuals and families, integrating tax-aware planning, risk management, and long-term wealth strategy. His responsibilities include managing investment portfolios, coordination with tax and legal advisors, advising on estate and legacy planning, and guiding clients through market volatility.

Prior to joining CAPTRUST in 2025, Philip worked as an advisor and portfolio manager with Meritage Portfolio Management. His experience also includes credit analysis, financial operations management, and fund administration.

Philip earned his Bachelor of Science degree in economics from the University of Kansas.

When he’s not working, Philip enjoys cooking, playing music, basketball, skiing, and spending time with his family. He also gives his time to help better the lives of the community youth and families.