"My commitment is to provide an exceptional level of customer service by
listening to and addressing the specific needs, concerns, and goals of each
client" - Todd Coates
Professional Experience
25+ years of experience advising individuals, corporations, non-profit
organizations, and institutional investors.
Practice Focus
- Individual Investment Management
- Retirement Planning
- Investment Analysis
- Tax Planning Strategies
- Income Strategies
- Estate Planning Strategies
- Risk Management
- College Planning
Education/Certifications
- Bachelors and Masters Degrees from Louisiana State University
- Accredited Investment Fiduciary (AIF)
- Certified Retirement Counselor (CRC)
Personal Profile
Todd and his wife Valerie both work and live in Tyler, Texas with their children
Claire and Caroline. Todd enjoys spending time with family, skiing, hunting,
and traveling.