Ethan Coe is a Financial Advisor with nearly a decade of experience in banking and wealth management. He began his career at State Employees' Credit Union, where he worked in various banking roles before becoming a Financial Advisor. He then joined Truist Wealth, supporting Financial Advisors and helping clients pursue their financial goals through comprehensive wealth management strategies.
Focus Areas
Ethan's primary areas of focus include investment management, retirement planning, retirement income strategies, and comprehensive financial guidance. He works closely with clients to create disciplined investment approaches, navigate important financial decisions, and stay on track toward their long-term objectives.
Education and Experience
Ethan earned a B.S. in Business Administration with a concentration in Finance from UNC Wilmington and an MBA with a concentration in Finance from UNC Pembroke. He holds the FINRA Series 7, 6, 63 and 65 registrations through LPL Financial and Variable and Fixed, Health, and Long-term Care insurance licenses. His diverse background allows him to provide clients with knowledgeable, personalized financial guidance.
When he's not helping clients pursue their financial goals, Ethan enjoys golfing, traveling, and spending quality time with his wife, daughter, and their Goldendoodle.