Cole Boehmer

Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated

Credentials

Series 63, Series 65

Merrill Lynch, Pierce, Fenner & Smith Incorporated logo

Firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Location

New York, NY 10036

About

Cole Boehmer is a Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill and The Boehmer Group in 2025, bringing with him nine years of experience in the asset management industry. Prior to his current role, Cole worked at Columbia Threadneedle Investments as an Advisor Consultant, where he communicated capital market outlooks to financial advisors at brokerage firms and regional banks in Ohio and Western Pennsylvania, focusing on aligning investment solutions with client goals and risk management.

In his role at Merrill, Cole partners with families and business owners through a consultative approach to define their financial goals, develop comprehensive plans, implement strategies, and monitor progress. He leverages the resources of Merrill Lynch Wealth Management to assist clients in various areas including divorce transition planning, education planning, family wealth management, retirement income, and tax minimization. Cole holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and the Certified Investment Management Analyst® (CIMA®) credential.

Cole earned his Bachelor of Arts degree in history from Amherst College in 2016, where he was also a member of the varsity football team. He is originally from Cleveland, Ohio, and is actively involved with the University School Alumni Council. Cole resides in Framingham, Massachusetts with his wife and enjoys biking, cooking, fishing, football, reading, spending time with family, traveling, and watching movies.

Expertise

General retirement planning Retirement income strategy Wealth management Tax-loss harvesting College savings (529s, UTMA, etc.)

Work history

Bank of America, N.A.

2025 - Present (1 year)

Merrill lynch, pierce, Fenner & Smith incorporated

2025 - Present (1 year)

Columbia Threadneedle Investments

2016 - 2025 (9 years)

Putnam Retail Management

2016 - 2016 (1 year)

Amherst College

2012 - 2016 (4 years)

Claim this profile

Are you a financial advisor? Claim this profile to add a bio, highlight your expertise, and fill out key details so prospects get a clearer picture of your practice.

Claim profile
© 2026 Warmer Holdings Inc. (“Warmer”)
Terms of Service and Advisory Agreement Privacy Policy Form ADV Brochure Form CRS
Warmer is an SEC-registered investment advisor. Warmer provides personalized recommendations and introductions to independent fiduciary advisors. Our advice is limited to these digital matches—we do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments. Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services. For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor’s Form ADV and do your own diligence before entering into an advisory relationship. By using our service, you agree to Warmer’s Terms of Service and Advisory Agreement and Privacy Policy.