Kia Coleman

Financial Advisor at Edward Jones

Role
Financial Advisor at Edward Jones
Location
Philadelphia, PA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Kia Coleman

There’s one thing even more important than having a financial advisor you trust and respect, and that’s having an advisor who trusts and respects you. Your financial picture is built on your individual history, and that makes you the best person to continue building its future. What I love about being a financial advisor is learning how my clients got to where they are now and where they want to go. Your financial picture is unique, and my job is to help you see your potential for long-term financial health. I understand that talking about finances can be stressful or intimidating, so my goal is to put you at ease during our very first conversation. Whether you’ve had a keen eye on your investments for years, you’re just starting your nest egg or you’re going through significant life changes that call for a close review and new strategies, you need a trusted partner. I’ll meet you where you are and help you access the tools and information to grow confidence in your financial future. Because your financial health is an important segment of a whole life strategy, I continually collaborate with your CPAs, attorneys and other professionals to ensure that I’m providing sound guidance along your journey. Backed by the long history and powerful solutions of Edward Jones, my branch team and I are working closely together in our local office, where we take care of clients who live both in our community and nationally. Whether you live in the next neighborhood or you’re a neighbor across the miles, my focus is on personal service and financial solutions tailored to your priorities. My reputation is built on helping clients establish and make progress towards their financial goals so that they confidently refer me to their friends and neighbors. If you want to have a conversation about your investments or life insurance, contact me today. k••••••••@edwardjones.com For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

  1. Financial Advisor

    Edward Jones

    Jan 2018 — Present · Philadelphia, PA, US

Education

  • Penn State University

    Bachelor's degree

Skills

  • Pharmaceutical Sales
  • Management
  • Cardiology
  • Change Management
  • Sales
  • Account Management
  • Healthcare
  • Leadership
  • Employee Relations
  • Six Sigma
  • Managed Care
  • Business Process Improvement
  • Cross-Functional Team Leadership
  • Training
  • Product Launch
  • Strategy
  • Process Improvement
  • Pharmaceutical Industry
  • Strategic Planning

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Kia Coleman — Financial Advisor at Edward Jones in Philadelphia, PA, US | Unifers