With more than thirty years in the financial services industry, my mission is to provide every client with targeted, comprehensive financial advice and portfolio management – delivered with the highest level of personal service and professional integrity.The Coleman Dunleavy Wealth Management Group of Wells Fargo Advisors is dedicated to helping individuals and businesses develop and implement strategies for building wealth and realizing their goals. We take great pride in developing an in-depth understanding of our clients’ unique needs, and working with their other personal advisors to create a customized plan for each individual client.My extensive experience throughout major shifts in the markets enables me to help our clients structure balanced portfolios to address their specific financial needs. Much of this experience was achieved working on the NASDAQ Trading Desk for Prudential Securities in Manhattan. I graduated with a Bachelor of Sciences degree from Southern Connecticut State University. My family and I relocated to Charleston in 2001 following sixteen years working in New York City. I live in Mount Pleasant with my wife, Maureen. We have two children, Katherine and Brian, and an English Pointer named Stevie. Katherine attended Clemson University, and Brian is studying at Appalachian State in Boone, NC. Away from the office, I am an avid tennis player and am active in the local community.This information is intended for use by residents of AL, AZ, CO, CT, DE, FL, GA, IL, KY, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, WI, and WV only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Listed skills include Investments, Retirement Planning, Mutual Funds, Estate Investment Planning, and 5 others.
