Berrie B. Coble

Owner/Financial Advisor at Bloom Financial Planning

Role
Owner Financial Advisor at Heritage Bank And Trust
Location
Columbia, TN, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Berrie B. Coble

I help my clients face the future with Anticipation rather than Apprehension! I am…

Experience

  1. Owner Financial Advisor

    Heritage Bank And Trust

    Nov 2022 — Present · Columbia, TN, US

Education

  • College for Financial Planning

    Chartered Retirement Plans Specialist

    2012

  • Lipscomb University

    Bachelor of Science, Business Management/Finance

Skills

  • Asset Allocation
  • Mutual Funds
  • Portfolio Management
  • Insurance
  • Small Business Planning
  • 401k
  • Securities
  • Series 7
  • Estate Planning
  • Healthcare
  • Insurance Planning
  • Long-Term Care
  • Senior Resources
  • Financial Advisory
  • Medicare
  • Investments
  • Asset Management
  • Small Business
  • Retirement
  • Strategic Financial Planning
  • Retirement Planning
  • Strategic Planning
  • Iras
  • Budgets
  • Life Insurance
  • Disability Insurance
  • Term Life Insurance
  • Asset Managment

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Berrie B. Coble — Owner Financial Advisor at Heritage Bank And Trust in Columbia, TN, US | Unifers