Cole Batchelor

Before joining Alloy Wealth Management, Cole served as a client-facing advisor with both Merrill Lynch and Voya Financial. Throughout his career, he has enjoyed helping individuals and families navigate important financial decisions through thoughtful planning, personalized guidance, and a deep understanding of each client’s unique goals and concerns.

Cole’s favorite part of being a financial advisor is the opportunity to build meaningful, long-term relationships. Whether helping clients prepare for retirement, sell a business, fund a child’s education, or plan for a dream vacation, he values the chance to make a positive impact during life’s most important milestones.

He prides himself on his ability to connect with clients on a personal level, listen carefully to their goals and concerns, and create customized financial strategies that help bring clarity and confidence to their financial future. Above all, Cole wants every client to feel heard, understood, and supported throughout their financial journey.

A Charlotte-area native, Cole attended University of North Carolina at Chapel Hill. Outside the office, he enjoys spending time with his fiancée, Chloe, and their golden retriever, Maple. You can often find him walking Maple around Charlotte, playing beach volleyball, or cheering on the North Carolina Tar Heels and the Carolina Panthers.