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October 12, 2008 Edition |
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Chad Coe Recognized as Outstanding Financial Advisor
May 11, 2008
Now in its 28th year, the award is given annually to successful financial advisors who exemplify the highest standards of professionalism. In addition to being among the top 25 percent of his or her firm in gross production, winners are judged on their initiative as philanthropic leaders and mentors to others in the industry. In 1997, Mr. Coe founded a networking group called the CEO Networking Group. Within eight months, the group's popularity rose immensely and Mr. Coe gained many members as clients. A year later, he started a group for executives in transition that grew to 300 members, many of whom also became Mr. Coe's clients. By 2001, Mr. Coe had launched his own independent business, Coe Financial Group, Inc., and is affiliated with the brokerage firm First Allied Securities, Inc. (First Allied). Today, Mr. Coe's firm manages and advises on $200 million, and provides wealth management and retirement, estate and financial planning for individuals and companies. Keith E. Gregg, President and CEO of First Allied describes Mr. Coe as a highly experienced and respected financial advisor. "Chad's commitment to providing his clients with unbiased and objective advice to potentially help them reach their wants, needs, goals and dreams is unparalleled in today's industry," Mr. Gregg said. Mr. Coe also works as a Certified Divorce Financial Analyst, guiding numerous women through financial settlement and divorce planning issues. In 1999, Mr. Coe and his wife Debbie founded the non-profit charity Special Kids Network. Its 70 volunteers help provide other organizations such as Cure Autism Now, the National Stuttering Foundation, Keshet and Lawrence Hall Youth Services with financial support through a variety of events. The Special Kids Network raises as much as $200,000 annually for children-centered organizations and has raised more than $1 million in total since its inception. Mr. Coe says he sees his professional and charitable endeavors as a daily opportunity to help others and commented that, "When I'm managing their money, I change their lives." First Allied Securities is a registered broker/dealer - Member FINRA/SIPC ### Keywords: Chad Coe, Coe Financial Group, Outstanding Advisor, Deerfield Financial » Personal |
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