CARRIE COATS
Naples,FL
Summary
Accomplished Financial Advisor skilled in comprehensive financial planning and investment strategies. Led cross-functional teams to deliver tailored financial solutions, enhancing client relationships and driving growth. A strong advocate for community engagement, successfully identifying new business opportunities that address client needs.
Overview
10
10
years of professional experience
Work History
Financial Advisor
Ameriprise Financial Services, LLC
Naples, FL
11.2022 - Current
- Delivered comprehensive financial planning and investment advisory services to clients, enhancing their financial security and growth.
- Developed retirement income strategies, portfolio strategies, and tax-aware planning to optimize clients' financial outcomes.
- Operated boutique financial planning practice within Ameriprise, focusing on personalized client relationships and tailored financial solutions.
- Cross-functional collaboration with attorneys and CPAs
Financial Advisor / Regional Growth Leader
Edward Jones Investments
Naples, FL
09.2016 - 11.2022
- Led regional recruitment efforts, coached advisors, and directed growth initiatives
- Established and grew advisory practice to serve diverse client needs
- Developed client base through targeted community outreach programs
- Identified new business opportunities through networking events or referrals from existing clients.
Skills
- Financial Planning
- Investment Strategy Development
- Client Relationship Management
- Behavioral finance
- Risk and Operational Alignment
- Team Leadership
Licenses And Credentials
- Series 7
- Series 31
- Series 63
- Series 65
- Florida Life & Variable Annuity (215)
Leadership Experience
- Regional advisor recruiting and development
- Coaching, onboarding, and performance accountability
- Cross-functional collaboration with home office leadership
Timeline
Financial Advisor
Ameriprise Financial Services, LLC
11.2022 - Current
Financial Advisor / Regional Growth Leader
Edward Jones Investments
09.2016 - 11.2022