Qualifications

Why do business with John Coleman and Coleman Advisory, LLC

  • CERTIFIED FINANCIAL PLANNER TM, (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Life Underwriter (CLU®)
  • Over 38 years' experience working with clients in all aspects of the financial services industry.
  • John is, a veteran, American Legion member and former Lieutenant in the United States Coast Guard (USCG).
  • Attended Saint Leo University (2 years) and recently served on the Alumni Board as Chair of the Finance Committee. (2010-2015).
  • Graduate of the University of South Florida with a BA in Business Management. 
  • Involved with several non-profit charities supporting Veterans and children causes in the Tampa Bay and Asheville area.
  • John began his financial career as a retail Financial Advisor at Dean Witter (Morgan Stanley) in 1981.  In addition, he has worked for several banks including First Union, Hancock Bank and Regions Bank providing financial guidance and solutions to their customers. 
  • Former President and CEO of “Coleman Investment Services, Inc”. a Broker Dealer and Investment Advisory firm.
  • Formerly held several senior executive positions:
    • VP National Sales Manager with Xerox Life (annuities and single premium life insurance). 
    • SVP of Sales and Marketing with General American (now MetLife Brighthouse). 
    • VP Sales and Marketing and National Sales Manager for American Skandia (now Prudential). 
  • His experience includes:
    • Extensive product development, Sales and Marketing, Training, Leading several nationwide wholesaling teams.
  • Consulting:
    • ForeThought Financial to build a distribution company.
    • CUNA Mutual Group where he spearheaded an analysis and revamp of their 401k business. 
  • John has held senior leadership roles at Advantage Capital Partners (venture capital firm). 
  • Instructor: Retirement Planning Courses at the College for Seniors, Osher Lifelong Learning Institute (OLLI), University of North Carolina, Asheville (UNCA). 
  • Authored article for "The Journal of Financial Planning".
  • Co-Authored article "A Simulation-Based approach to Minimizing Both The Probability and the Length of Financial Ruin in Retirement".
  • Former co-host for radio show "Retire Right" focused on retirement topics