Coe Financial Group Employee Directory

Coe Financial Group corporate office is located in 1121 Lake Cook Rd Ste P, Deerfield, Illinois, 60015, United States and has 1-10 employees.

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Coe Financial Group Global Presence

Location	People at location
North America	1-10

Key Employees of Coe Financial Group

AW
Alan Wolan
Manager, Wealth
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Index of contact profiles from Coe Financial Group

Hundreds of professionals searching for Coe Financial Group have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

CD
Charles Douthit
Email Direct
Financial Advisor
United States , Illinois , Deerfield

AW
Alan Wolan
Email Direct
Manager, Wealth
United States , Illinois , Deerfield

MD
Melanie Duguid
Email Direct
Certified Financial Planner
United States , Illinois , Deerfield

Former Employees at Coe Financial Group

Explore people who held key positions, contributed to Coe Financial Group's success, and advanced their careers.

Noah Taffel

Global Manager, Strate... at McDonald's

Worked as Equity Research Intern

at Coe Financial Group (2018-2019)

Direct

Luke Caras

Asset Management Assoc... at Newport Capital Partne...

Worked as Analyst Intern

at Coe Financial Group (2016-2017)

Direct

Paul Wehner

Senior Investment Advi... at Schechter Wealth

Worked as Managing Director

at Coe Financial Group (2016-2022)

Direct

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Associate at Oak Point Partners

Worked as Research Analyst

at Coe Financial Group (2014-2016)

Direct

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Branch Office Administ... at Edward Jones

Worked as Financial Consultant

at Coe Financial Group (2006-2022)

Direct

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Research Analyst at Calamos Investments

Worked as Intern

at Coe Financial Group (2018-2019)

Direct

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Frequently Asked Questions Regarding Coe Financial Group Employees

How many employees does Coe Financial Group have?

Coe Financial Group has 1-10 employees

Who are Coe Financial Group key employees?

Some of Coe Financial Group key employees are Alan Wolan

Where is Coe Financial Group located?

Coe Financial Group’s headquarters are located at 1121 Lake Cook Rd Ste P, Deerfield, Illinois, 60015, United States

How do I contact Coe Financial Group?

Coe Financial Group Contact Info: Phone number: (847) 444-9444 Website: www.coefinancial.com

What does Coe Financial Group do?

Coe Financial Group is a Northbrook-based fiduciary firm specializing in wealth management and retirement planning. They provide independent financial guidance tailored to the unique goals of their clients, which include pre-retirees, retirees, entrepreneurs, and executives in transition. Their services encompass tax-efficient investing, comprehens... Read More

Is Coe Financial Group a public company?

Coe Financial Group is private company therefore does not currently have an official ticker symbol

See more information about Coe Financial Group Employees