Brian Coulter

About Brian Coulter

As a former U.S. Army Captain, my dedication and attention to detail have played major roles in my wealth management career. In fact, whether I serve my clients directly or lead other advisors (as Senior Resident Director of the Merrill Lynch Wealth Management Skidaway Island office), I aim to provide consistent care, wisdom and integrity. By doing so, I believe clients can achieve the best lives possible with minimal effort and concern. WHO DO I SERVE? Most clients are retired executives whose success in the corporate sector and love of Savannah\'s lifestyle continue to bring them joy. I also serve active corporate executives, former military officers, retired couples, widows, and generations of families. Many clients \"know what they don\'t know.\" Others lack the time or desire to make complex decisions on their own. Whether I meet clients on the golf course, by phone, or at their home, I enjoy asking questions that provoke discussion,\"What keeps you up nights? Are you worried about medical expenses or outliving your money? What are your plans for travel and/or visiting family?\" At The Coulter Grayson Group, Jennifer Grayson and I hear stories from clients that inspire us. Each day, we connect the dots in clients\' financial lives and connect them with Realtors, CPAs, attorneys, and physicians, when helpful. Jennifer and I also share close relationships with a local Bank of America branch – offering clients access to residential and securities-based lending. I BELIEVE MANY CLIENTS: • Come to us because we\'ve helped their friends make decisions regarding stock options and 401k assets, for example. • Consider me part of their family. • Are surprised that we can bring them such a positive outlook and desired results. WHAT MAKES ME PROUD? • Actively serving with The Josh Reddick Foundation – a non-profit that benefits local charities. • Volunteering with Team Bank of America to help local charities.*Brian Coulter NMLS ID: 544714

Experience

1. Senior Resident Director, Senior Vice President

   Merrill Lynch

   Oct 2003 — Present

   At The CG Group, we\'re at our best serving as each client\'s ready resource – on retirement, legacy and longevity planning, Social Security, Medicare and insurance. And while our customized, risk-managed strategies are critically important to clients, we also know that legacy planning can be daunting to clients and expensive. That\'s why we sit with clients and \"map out\" questions an attorney may ask. We also coordinate with clients\' attorneys and our Firm\'s specialists – to align strategies. Knowing clients on a deeply personal level allows us to deliver more genuine, real-world wealth management. Our goal? To help clients enjoy the people and passions that bring meaning to their lives.*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.**You have choices for what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to rollover to an IRA or convert to a Roth IRA, rollover a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment(particularly with reference to employer stock), and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care. For more information, speak to your Merrill Financial Advisor.

Education

• Western Kentucky University

  Bachelor's Degree

  1989 — 1994

Skills

• Customer Service
• Communication
• Estate Planning
• Asset Management
• Veterans
• Finance
• Community Outreach
• Asset Allocation