KENNETH COAN

Senior Financial Advisor

Managing Director - Investments

Address: 1650 TYSONS BLVD, SUITE 500 , MCLEAN , VA 22102
Call: 703-827-7640  |  800-925-3308    Fax: 703-448-0406
Email: kenneth.w.coan1@wellsfargoadvisors.com Compose mail in a new window

My Background

As a Financial Advisor, I have focused my 25+ year career on helping clients develop long-range investment plans designed to work towards achieving their financial goals - whether it be cash flow needs, retirement, funding college educations, or planning a charitable legacy. I have been a CERTIFIED FINANCIAL PLANNERŪ Professional since May 2007. Informed by individualized planning, I then work with each client to design and manage their investment portfolio, aligned and managed to meet clients' stated goals.<br/><br/>I achieved a BS degree in Finance in 1987 from Virginia Tech. My wife Mary and I were Northern Virginia residents for over 50 years, but we recently relocated to Rehoboth Beach, DE where we built a home in 2021. Mary and I have four adult daughters and are now empty nesters filling our time with biking, hiking, and spending time with our rescue puppy Lacey. <br/><br/>During my daughters' formative years, I volunteered in many school-based activities, from coaching to being a member of the Board of Governors for Paul VI High School. Now, Mary and I spend time supporting several local charities.<br/><br/><br/>Resident State: DE

Securities Registered in the following states: CA, CO, DC, DE, FL, GA, ID, IL, MA, MD, ME, MI, MS, NC, NJ, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV
Insurance licensed in the following states: CA (Lic. # 0M92775) Resident State: VA
KENNETH COAN: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Virginia : MCLEAN Branch