Jeff Cole has joined Hargrove Paterson Pleasants Wealth Management Group at UBS Financial Services, the firm announced recently.

Cole, a certified financial planner and PMP portfolio manager, has spent his entire 30-year career in financial services, according to a news release. For 20 of those years he worked with First Union and Wachovia banks, specializing in trust administration, wealth management and private banking.

In addition to earning a bachelor’s degree in business administration from University of North Carolina at Charlotte, Cole has completed the Southeastern Trust School and the N.C. School of Banking programs, the release stated.

Cole’s community activities include serving as the lead coordinator of Red Cross blood drives.