Michael Coats Email & Phone Number
Financial Planning Officer @ Truist Wealth
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Michael Coats Location
- Atlanta, GA, US
Michael Coats Work
- Financial Planning Officer @ (February 2021 - Present)
- Financial Consultant @ (October 2016 - February 2021)
- Investment Portfolio Manager - Portfolio Construction Group @ SunTrust Private Wealth Management (February 2011 - October 2016)
- Portfolio Manager @ US Trust (February 2009 - February 2011)
- Private Client Manager @ US Trust (September 2005 - February 2009)
- Portfolio Manager @ (September 2001 - September 2005)
- Senior Compliance Examiner @ NASD (July 1997 - September 2001)
Michael Coats Education
- University of Delaware - Lerner College of Business and Economics
BS (Finance, Marketing)
1990-1995
Michael Coats Skills
- Asset Allocation
- Asset Management
- College Planning
- Education Planning
- Financial Advice
- Financial Planning
- Investment Management
- Investment Strategies
- Planning for Major Purchases
- Retirement Income Strategies
- Retirement Planning
- Retirement Solutions
- Risk Management
- Wealth Management
Michael Coats Summary
- Michael Coats, based in Atlanta, GA, US, is currently a Financial Planning Officer at Truist Wealth. Michael Coats brings experience from previous roles at SunTrust Investment Services, Inc., SunTrust Private Wealth Management and US Trust. Michael Coats holds a 1990 - 1995 BS in Finance, Marketing @ University of Delaware - Lerner College of Business and Economics. With a robust skill set that includes Asset Allocation, Asset Management, College Planning, Education Planning, Financial Advice and more. Michael Coats has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Michael Coats?
Find contact details for 700 million professionals.
Others Named Michael Coats
Michael Coats
Area Senior Manager Sales - MESE
United States
Michael Coats
Section Manager
Kansas City, MO, US
Michael Coats
Senior Account Executive
Miami, FL, US
Michael Coats
Physician
Coeur d'Alene, ID, US
Michael Coats
VP
Florida, United States
Michael Coats
Senior Construction Manager
Cypress, TX, US
Top Truist Wealth Employees
Ty Debique
Managing Director, Regional Director
Florida, United States
C. Widener
Senior Vice President - Legal Specialty Group
Charlotte, NC, US
Samantha Vassallo
Managing Director and Senior Wealth Advisor
Boca Raton, FL, US
Sean Williams
Senior Vice President and Senior Trust Advisor
Charlotte, NC, US
Gregory Viejo
Managing Director, Wealth Advisor
Miami, FL, US
Jim Brennan
Managing Director and Senior Wealth Advisor
Tampa, FL, US
Michael Thompson
Managing Director, Senior Wealth Advisor
Baltimore, MD, US
Rob Miles
Managing Director - Head of National Sales
Charlotte, NC, US
Timothy Mann Jr.
VP, Financial Advisor, Truist Investment Services, Inc.
Charlotte, NC, US
Jason Sykes
Senior Vice President, Wealth Advisor
Charlotte, NC, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co