Joyce Smith Cole, CFP®, Investment Adviser

Formerly President of J. Cole Financial Advisers Inc. in Saratoga Springs, NY. A third-generation financial manager, Joyce’s creativity, vision, and careful planning have served her clients well for almost three decades. ESG (Environmental, Social, and Governance) sensitive investments in changing economies have been a passionate focus throughout her career. As Priscilla Cole Gilbert’s mother, Joyce uses her talent and experience by introducing new clients to the firm and maintaining plans for existing clients with Priscilla. Joyce now also focuses her effort on supporting and systematizing CenterPoint’s operations as well as investment research and portfolio development. Operation of the firm’s systems including Tamarac Reporting, AdvisorPeak, Morningstar Advisor center, Salesforce CRM, compliance, and new internet and technology assessments and adaptations to the CenterPoint business model comprises a large portion of Joyce’s work.

JSC Headshot