Josh Cole
Senior Investment Counselor
Tampa, FL
Phone: (800) 550-1071
Email: j.cole@fi.com
About Josh
Josh joined Fisher Investments in 2014. Prior to joining, he worked as a financial advisor with Edward Jones, a collateral analyst for OTC Derivatives and a Sergeant in the Marines. He got a Bachelor of Arts in English and International studies from California State Polytechnic University and a Master of Science in Finance from Bournemouth University.
Specialized Service Team
Your Senior Investment Counselor can connect you with the individuals below to address any needs you have. Click here to read more about our service structure and the resources available to you.
Jeff Bilinski
Financial Planning Counselor
Jeff joined Fisher Investments in 2022. He began working in the financial services industry in 1997. Previously, he worked as a Dedicated Financial Advisor at Schwab and a Financial Planner at Financial Management Concepts. In addition to being a CFPยฎ professional, Jeff studied Biomedical Sciences at Valencia College.
Jared Green
Financial Planning Counselor
Jared joined Fisher Investments in 2013. He began working in the financial services industry in 2004. Previously, he worked as a Financial Consultant at Thrivent Financial. Jared studied Business Administration at Pacific Lutheran University.
Phil Day
Senior Estate Planning Professional
Phil joined Fisher Investments in 2022 and has more than 30 years of legal experience. Previously, he practiced law in Florida, specializing in estate planning, trusts, business succession planning, tax law and asset protection. Phil is a Florida-licensed CPA and a CAPยฎ and CFPยฎ professional. Phil earned his JD from Indiana University, an LLM in Taxation from the University of Florida and an MBA from Vanderbilt University.
Kevin Wimmer
Senior Estate Planning Professional
Kevin joined Fisher Investments in 2022. Previously, he practiced law, specializing in estate planning, estate administration, complex estate litigation and guardianships. He is a licensed attorney in New York and Florida. Kevin received his JD from Brooklyn Law School and a Bachelor of Science from Syracuse University.
Patrick Harris
Portfolio Analyst
Patrick joined Fisher Investments in 2022. In the Portfolio Evaluation Group, Patrick specializes in personalized portfolio analysis and investment strategy recommendations.
Jocelyn Gilbert
Associate Investment Counselor
Jocelyn joined Fisher Investments in 2022. Before becoming an Associate Investment Counselor in 2024, she served as an Operations Associate. Jocelyn earned a Bachelor of Business Administration in Finance and Management from the University of Kentucky.
Carly Barbier
Client Service Specialist
Carly joined Fisher Investments in 2025. She earned a Bachelor of Science in Finance from the University of Tampa.
Eli Kirby
Client Service Specialist
Eli joined Fisher Investments in 2025. He earned a Bachelor of Science in Finance from the University of Tampa.
Louis Silverstein
Client Service Specialist
Louis joined Fisher Investments in 2024. He earned a Bachelor of Science in Business Administration from University of Tennessee.