Cole Davidson helps advisors unlock philanthropic opportunities with complex assets like real estate and business interests. With a finance background and Series 7/65, he blends strategy and clarity in every conversation.
When a business owner is gearing up to sell, they’re thinking about one thing: the number. But what they keep can matter more than what… Read More »Want to save your client millions in taxes? Start here.
8888 Keystone Crossing, Suite 1200
Indianapolis, IN 46240
(317) 757-3453
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