Coleman is a Client Service Associate working with our Client Portfolio Manager team. He joined us in March 2021 from Prudential Financial where he served as a Financial Advisor focused on financial planning for his clients.
Mr. Andrews earned a Bachelor of Arts in International Global Studies (International Economics) with a Minor in Finance from The University of the South in Sewanee, TN. At Sewanee, he was a member of the golf team and president of the student-led Investment Club that managed a small portion of the University’s endowment. As part of his studies, he also earned a certificate from Vanderbilt University’s Financial Bootcamp Accelerator program. He currently holds the Series 66, 7, and Life, Health & Annuities licenses.