Garrett Coates
First Vice President, Investments @Raymond James
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WORK HISTORY
First Vice President, Investments @Raymond James
I help families and individuals, corporate executives, professionals, business owners, pre retirees and retirees create and implement personalized strategies to pursue their long-term financial goals with clarity and confidence. It is important to me that I understand my clients on a personal level and know what is importance to them. I focus on aligning clients wealth with their personal goals. Through this process I work with clients to develop a customized financial plan designed to grow and protect their wealth over time.
EDUCATION
Southern Utah University
Bachelors of Science
Dixie State College
Associates of Arts
ABOUT GARRETT COATES
Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm
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