Stuart Coats's Location
Louisville, KY, US
Stuart Coats's Work
- President @ Coats Financial Planning, Inc.
- Finance Manager @ GE
- Financial Analyst @ Ford Motor Company
Stuart Coats's Education
- Indiana University - Kelley School of Business
MBA (Finance)
1988 - 1990 - University of Kentucky
BBA (Finance)
1982 - 1986
Stuart Coats's Skills
- High Net Worth Individuals
- Retirement Planning
- Financial Planning
- Tax Planning
- Investment Advisory
- Portfolio Management
- Asset Allocation
- Retirement Plan Consulting
- College Savings Plans
- Estate Planning
Stuart Coats's Summary
Stuart Coats, based in Louisville, KY, US, is currently a President at Coats Financial Planning, Inc., bringing experience from previous roles at General Electric and Ford Motor Company. Stuart Coats holds a 1988 - 1990 MBA in Finance @ Indiana University - Kelley School of Business. With a robust skill set that includes High Net Worth Individuals, Retirement Planning, Financial Planning, Tax Planning, Investment Advisory and more, Stuart Coats contributes valuable insights to the industry. Stuart Coats has 1 email and 1 mobile phone number on RocketReach.
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Anna Coats
Chief Compliance Officer and Office Manager at Coats Financial Planning, Inc.
Louisville, KY, US44 -
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