The Coates Wealth Management Group
Michael A. Coates
Senior Vice President/Investments
5616155347
Michael has been providing comprehensive investment planning and strategic wealth management strategies to individuals, small businesses, and 501(c)(3) charitable organizations for nearly three decades.
Taking a holistic approach, Michael works with clients on a one-on-one basis to determine their needs, risk tolerance, and life goals and then design a customized investment plan aligned with their financial goals. He takes a personal interest in his clients, from young families struggling to build a future to mature couples enjoying the benefits of retirement. He believes firmly in listening to you, developing a relationship with you, and then using his investment knowledge and Stifel’s resources to help you pursue specific objectives. Some of the vehicles he employs include stocks, bonds, mutual funds, exchange traded funds, alternative investments, education savings plans, retirement plans, options, insurance, and annuities. He also offers Stifel’s investment banking services to serve your vast business needs. He prides himself on being easily accessible to many clients for night and weekend consultations.
Michael earned a Bachelor of Science in Food and Resource Economics from the University of Florida. In addition to his general securities licenses, he holds Series 65 (Investment Advisor Representative), 9 & 10 (General Securities Sales Supervisor), and 24 (General Securities Principal) licenses.
Michael is active in supporting several community charities, such as the Boy Scouts, the American Cancer Society, and Big Brothers & Sisters. Outside the office, he enjoys playing tennis, scuba diving, attending charitable events, and spending time with his wife, Linda, and their children, Amber-Rose, Brandon, Andrew, and Sarah.
Taking a holistic approach, Michael works with clients on a one-on-one basis to determine their needs, risk tolerance, and life goals and then design a customized investment plan aligned with their financial goals. He takes a personal interest in his clients, from young families struggling to build a future to mature couples enjoying the benefits of retirement. He believes firmly in listening to you, developing a relationship with you, and then using his investment knowledge and Stifel’s resources to help you pursue specific objectives. Some of the vehicles he employs include stocks, bonds, mutual funds, exchange traded funds, alternative investments, education savings plans, retirement plans, options, insurance, and annuities. He also offers Stifel’s investment banking services to serve your vast business needs. He prides himself on being easily accessible to many clients for night and weekend consultations.
Michael earned a Bachelor of Science in Food and Resource Economics from the University of Florida. In addition to his general securities licenses, he holds Series 65 (Investment Advisor Representative), 9 & 10 (General Securities Sales Supervisor), and 24 (General Securities Principal) licenses.
Michael is active in supporting several community charities, such as the Boy Scouts, the American Cancer Society, and Big Brothers & Sisters. Outside the office, he enjoys playing tennis, scuba diving, attending charitable events, and spending time with his wife, Linda, and their children, Amber-Rose, Brandon, Andrew, and Sarah.
