After working as a summer intern in 2018, Coleman joined the firm full-time upon completing his B.B.A in Managerial Finance at the University of Mississippi. With over 3 years of experience, Coleman has assumed responsibilities critical to Waypoint Franklin’s day-to-day operations, and plays a major role in all facets of the retirement planning and client onboarding process. As a registered sales assistant, Coleman customizes each client’s retirement plan to suit their income needs, helps with new account openings and transfers, handles existing client requests for trades, withdrawals and more, and assists with administrative tasks within Waypoint.
Academic & Professional Achievement
- B.B.A University of Mississippi
- FINRA Series 7 and 66 registrations
- Life, health, variable contracts licenses
Life Outside of Business
Coleman grew up in the Middle Tennessee area and now lives in Sylvan Park. He graduated from Battle Ground Academy in Franklin, TN in 2014. He enjoys both watching and playing sports – particularly golf, which he plays nearly every weekend.