Michael Coates
Senior Vice President/Investments - Stifel
- Role
- Senior Vice President Investments - Stifel at Stifel Financial Corp.
- Location
- West Palm Beach, FL, US
- LinkedIn followers
- 500 followers
About Michael Coates
Specialties: retirement income strategies, estate planning strategies, annuities, life…
Experience
Senior Vice President Investments - Stifel
Jul 2007 — Present
I have been providing full-service investment planning and investment management services to individuals, small businesses, and nonprofit organizations for over 30 years. I work with my clients on a one-on-one basis to determine their needs, risk tolerance, and life goals and then design a comprehensive investment plan to help them pursue their financial goals. I take a personal interest in my clients, from young families struggling to build a future to mature couples enjoying the benefits of retirement. I believe firmly in listening to investors, developing relationships with them, and then using my investment knowledge and Stifel\'s resources to help clients design individual portfolios to pursue specific objectives. To attempt to achieve this, I utilize stocks, bonds, mutual funds, ETFs, managed money, alternative investments, education savings plans, retirement plans, options, insurance, and annuities.Various positions held culminating in Senior Vice President/Investments.
Education
University of Florida
Bachelor of Science in Agriculture
1980 — 1985
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