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Merrill Lynch

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The Coleman Group consists of experienced Merrill Lynch Wealth Management Advisors and Associates who are dedicated to helping high-net-worth individuals and families achieve their financial goals by providing them with living and legacy strategies. We personally manage a substantial portion of our client assets which allows us to provide customized portfolios for wealth preservation/growth and retirement opportunities. Our strength lies in our team that has over 50 years of cumulative experience. We are income specialists that pursue investment advice for cash flow consistency while managing risk. Although the economic environment can be challenging, we take a proactive approach with our clients by paying attention to the details with frequent client contacts. We cultivate trust by smart investing.


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Phone Number:
(800) 603-5860
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