Katie Coleman

Katie Coleman

CFP®, Financial Advisor, Managing Partner, Siena Wealth Advisory Group

Katie Coleman, CFP®, graduated from the University of Georgia and moved to New York in 2007, joining Siena Wealth Advisory Group that same year. In 2012, she became a Managing Partner of Siena Wealth Advisory Group. Ms. Coleman has been quoted as a financial professional in the Wall Street Journal, and received Long Island Business News’ 40 Under 40 Award in 2014, recognizing professional accomplishment and community service.

Contact Details

780 5th Avenue, Suite 200
Naples, FL 34102

239.261.9086 sienawealthadvisorygroup.com
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