Renee Cole began her career in the financial services industry in 2002, bringing with her a strong background in customer service. With no prior experience in finance, she took a leap of faith and accepted a position as a Client Service Associate with two financial advisors at Solomon Smith Barney (later Morgan Stanley) in Santa Rosa, CA. It was there that she discovered her passion for the industry a passion that has only grown stronger over the past two decades.
Renee spent 16 years at Morgan Stanley before transitioning to Merrill Lynch in 2016. In 2018, she relocated to Meridian, ID, where she joined Raymond James and reconnected professionally with Scott Carter, whom she had previously worked with from 2000 to 2005. Now at LPL, Renee is thrilled to be working with Scott and his clients once again. She is committed to delivering exceptional service and building lasting relationships with both long-time and new clients.
Outside of work, Renee enjoys spending quality time with her four grandchildren—two boys and two girls—ranging in age from 2 months to 7 years old. Living just half a mile from them and her husband of 33 years, family is at the heart of her life. She also enjoys sewing and staying active through regular exercise.