Coleman D.

Certified Financial Plannertm Professional, Financial Advisor, Private Client Group @Silverman Partners Of Raymond James

Boca Raton, FL, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2023 — Present

Certified Financial Plannertm Professional, Financial Advisor, Private Client Group @Silverman Partners Of Raymond James

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Boca Raton, FL, US

Coleman Dessaint has been serving the financial needs of business professionals and their families for more than 10 years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable strategies for every element of the wealth management equation. As your financial advisor, Coleman takes a comprehensive approach to helping you address your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, Coleman works closely with you to develop a customized financial plan designed to pursue your long-term financial objectives. The extensive resources offered by Raymond James include professionals in financial planning, estate and tax planning, wealth planning, retirement planning, charitable giving, college funding and more. With the support of the experienced professionals at Raymond James, Coleman works diligently to help you develop both your personal financial plan and a detailed investment strategy. Coleman’s planning-based approach is designed to help you meet current financial needs while working toward future goals, mitigate tax liabilities and successfully address estate issues, get better control of discretionary expenses and reach your long-term financial goals. Originally from Miami, Coleman graduated from Florida Southern with a bachelor’s degree in business administration. Away from the office, Coleman enjoys checking out new restaurants in the area, spending time with his family, playing tennis and being on the water. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

EDUCATION

2023

New York University

NYU, professional studies, CERTIFIED FINANCIAL PLANNER™ certification program

ABOUT COLEMAN D.

Silverman Partners of Raymond James helps entrepreneurs, families, and business owners…

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Coleman D. — Certified Financial Plannertm Professional, Financial Advisor, Private Client Group at Silverman Partners Of Raymond James in Boca Raton, FL, US | Unifers