Kelia Coffey - Alex Brown-Raymond James
Why pick this one
Kelia Coffey provides Winston-Salem financial guidance including business valuations, executive equity planning, and retirement distribution, Social Security, and legacy planning.
Best for
- Business owners needing business valuation, cash-flow, tax-efficiency, retirement, or succession planning
- Corporate executives managing deferred compensation, restricted stock, or concentrated company equity
- Retirees planning income distributions, Social Security, healthcare costs, longevity, or wealth transfer
- Healthcare professionals addressing education debt, liability risks, taxes, insurance payouts, and retirement goals
- Individuals or families seeking customized financial, estate, and wealth-transfer planning
- People receiving substantial wealth through inheritance, business sale, lottery, divorce, or legal settlement
Look elsewhere if
- Needing standalone tax or legal advice, which the website states Raymond James and its advisors do not offer
Specialties
- Business valuations
- Retirement benefits
- Executive deferred compensation and restricted stock planning
- Concentrated equity risk management
- Retirement distribution and Social Security planning
- Legacy and wealth transfer planning
- Healthcare and longevity planning
Certifications
- Raymond James
What makes them different
- Located at 100 N Main St Ste 2400 in Winston-Salem, North Carolina
- Creates financial plans addressing both business and personal objectives for business owners
- Provides strategies for deferred compensation, restricted stock, and concentrated company equity for corporate executives
- Offers retirement guidance covering distribution strategies, Social Security, healthcare, longevity, and legacy planning
- Serves families, individuals, women, healthcare professionals, retirees, business owners, corporate executives, and people experiencing sudden wealth
Distilled from this business's own website.
Contact & Location
- Address
- 100 N Main St Ste 2400, Winston-Salem, NC 27101
- Phone
- 3367246921
- Website
- https://www.alexbrown.com/keliacoffey
Services
- Financial planning
- Wealth management
- Investment management
- Risk management
- Business financial planning
- Banking and lending solutions
- Retirement planning
- Estate and legacy planning