Amy R Cole, CIMA®
First Vice President,
Financial Advisor,
Senior Institutional Consultant,
Alternative Investments Director,
Government Entity Specialist
Direct:
(248) 740-7106(248) 740-7106
Toll-Free:
(800) 227-1931(800) 227-1931
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
Amy Cole is a First Vice President and Alternative Investments Director with Morgan Stanley; consulting to municipalities, Taft-Hartley plans, private companies and community foundations. Drawing from over 29 years of working in the financial services industry, she brings a unique perspective to helping clients achieve their goals.
Amy’s responsibilities include consulting on investment management, risk management, plan sponsor’s fiduciary responsibilities and trustee education. She spent the first part of her career as a Senior Divisional Analyst, one of four in the country, working with institutional clients and consultants in the areas of asset allocation, manager research, due diligence and attribution.
Amy obtained the Certified Investment Management Analyst designation from the Wharton School of the University of Pennsylvania in 2003 and has been a member of the Investment & Wealth Institute (IWI) for over 20 years. She is also a member of the Michigan Association of Public Employee Retirement Systems.
Amy is deeply involved with her community, serving as a Board Member for the Orion Art Center and volunteering for other local non-profits. She graduated Magna Cum Laude from Hillsdale College with a Bachelor of Arts in International Business and Foreign Language and a minor in Art. She was also a member of the Hillsdale College Women’s Softball Team and the Chi Omega Sorority.
Amy’s responsibilities include consulting on investment management, risk management, plan sponsor’s fiduciary responsibilities and trustee education. She spent the first part of her career as a Senior Divisional Analyst, one of four in the country, working with institutional clients and consultants in the areas of asset allocation, manager research, due diligence and attribution.
Amy obtained the Certified Investment Management Analyst designation from the Wharton School of the University of Pennsylvania in 2003 and has been a member of the Investment & Wealth Institute (IWI) for over 20 years. She is also a member of the Michigan Association of Public Employee Retirement Systems.
Amy is deeply involved with her community, serving as a Board Member for the Orion Art Center and volunteering for other local non-profits. She graduated Magna Cum Laude from Hillsdale College with a Bachelor of Arts in International Business and Foreign Language and a minor in Art. She was also a member of the Hillsdale College Women’s Softball Team and the Chi Omega Sorority.
Securities Agent: SC, NM, NV, TX, WV, MI, NY, FL, MA, WI, CT, VA, TN, PA, OH, NC, CO, CA, AZ, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 2336683
NMLS#: 2336683
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Digital Tools
Digital technology is centered on how people communicate, consume, transact and travel. Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. All of this is protected by cybersecurity experts drawn from former senior professionals at government security agencies and the technology industries, building an expert defense organization in house. Here are a few of the technologies we have to offer to our clients.
Morgan Stanley Online (MSO)
Manage your everyday finances with Morgan Stanley Online (MSO). MSO offers mobile check deposit, online bill pay, and an easy way to send money to family and friends using Zelle.
Morgan Stanley Online (MSO) also has a variety of features that you should also take advantage of. They include:
Total Wealth View- Access streamlined views of your assets and liabilities, including mortgage information aggregated from all of your financial institutions.
Current Financial News- Access up-to-date news, current market data, research, company profiles, and quotes.
Access Important Documents- Sign up to access all your financial documents.
For more information on Morgan Stanley Online click hereMorgan Stanley Online (MSO) also has a variety of features that you should also take advantage of. They include:
Total Wealth View- Access streamlined views of your assets and liabilities, including mortgage information aggregated from all of your financial institutions.
Current Financial News- Access up-to-date news, current market data, research, company profiles, and quotes.
Access Important Documents- Sign up to access all your financial documents.
Goals Planning System
A holistic Goals Planning System approach to Wealth Management can help tailor an investment framework that considers key aspects of your life. Key aspects such as home buying, cash management, retirement age and potential withdrawal strategies. As circumstances and goals change, we can help adjust priorities and introduce additional solutions.
Digital Vault
Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors. The Digital Vault on Morgan Stanley Online and the Mobile App allows Financial Advisors and their clients to build a central, shared document library where all documents are stored using encryption.
For more information on Digital Vault click here
eDelivery
eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
Currently, documents available through eDelivery include statements, trade confirmations and prospectuses, general correspondence, selected Internal Revenue Services (IRS) approved tax documents, syndicate offerings, shareholder communications, and portfolio reports.
For more information on eDelivery click hereCurrently, documents available through eDelivery include statements, trade confirmations and prospectuses, general correspondence, selected Internal Revenue Services (IRS) approved tax documents, syndicate offerings, shareholder communications, and portfolio reports.
Media and Research
Morgan Stanley seeks to make complex financial ideas more digestible so that our clients understand what is being done on their behalf to plan for their financial future, and why. The links below provide in-depth analysis on interesting topics that are affecting the worlds of business and finance not only now, but in the future.
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Learn more
On The Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Learn more
Morgan Stanley Ideas Podcast
From the use of satellite data technology to solve some of the world's most complex problems, to learning how not to follow the crowd when making decisions, The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond. Click the link below for more information and to access a library of interesting content.
Learn more
Global Investment Committee Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Learn moreWomen Resources
Morgan Stanley Wealth Management is committed to helping women and girls reach new heights. We’re closing the gap and helping empower females throughout every stage of their lives, whether it be in their careers communities or personal lives.
Women Changing the Conversation
Gender equality is a persistent problem for society. Here‘s how highly influential women think we can begin to address it.
Learn moreWomen and Wealth: Planning for Your Financial Future
Armed with education and a plan, women can feel more confident about their financial goals and how they’ll achieve them.
Learn moreWomen Without Limits
Our new initiative for financial empowerment is rooted in our vast experience supporting women of different backgrounds, life stages and financial goals.
Learn moreLocation
101 W Big Beaver Rd
Suite 1200
Troy, MI 48084
US
Direct:
(248) 740-7106(248) 740-7106
Toll-Free:
(800) 227-1931(800) 227-1931
Fax:
(248) 740-9530(248) 740-9530
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact Amy R Cole today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)