Football coaches understand that planning to become state champions starts months before the 4th quarter of the final game. Similarly, financial planners understand the importance of clients planning with a focus on their end.
Angela Coleman is a Fiduciary Investment Advisor in the Lexington, Kentucky office of Unified Trust Company. She joined Unified Trust in 2001 and has over 20 years of experience working with high-net-worth clients as well as the emerging affluent.
Mrs. Coleman received a BBA in Marketing from the University of Kentucky’s Carol Martin Gatton College of Business and Economics in 1997 and an MBA in Finance in 2001. Mrs. Coleman is responsible for managing wealth and providing financial advisory services for Wealth Management division clients. She was awarded the Accredited Investment Fiduciary™ designation from the Center for Fiduciary Studies in 2005 and obtained her Certified Financial Planner™ professional certification in 2006.
She is responsible for maintaining personal relationships with private wealth clients while focusing on financial and retirement income planning.
Mrs. Coleman has two sons. Her hobbies include running, reading, and attending her youngest son’s athletic competitions.
Blog Posts From This Team Member
Working with a financial advisor can provide many benefits for investors, especially during times of uncertainty, but it’s vital to do your homework before you hire someone. I recently added commentary for an article in U.S. News and World Report, outlining common mistakes investors make when hiring a financial advisor.