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Michael Coats, CFA®, CFP®, AEP®
Financial Consultant Truist Investment Services, Inc.

303 Peachtree Street SunTrust Plaza

Atlanta, GA 30308

About me

Background

I’m a Financial Consultant with Truist Investment Services, Inc., offering clients more than 20 years of experience in investment management and financial, retirement, and estate planning.  I’m a member of the Atlanta Estate Planning Council, the National Association of Estate Planners & Councils, the CFA Institute, the CFA Society of Atlanta, and the Financial Planning Association. 

Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

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