I am a Co-Founder and Private Wealth Financial Advisor at Keystone Private Wealth Group of Wells Fargo Advisors in Nashville, TN. I focus on serving the families of highly successful entrepreneurs, executives, and retirees, and committed to being a guiding force in the lives of those who entrust me with their investment planning needs. Along with a multi-generational team of professional advisors and support staff, I am committed to superior service, comprehensive planning, and streamlining the financial complexities for affluent families. I have significant experience in investment management, retirement planning, tax sensitive asset management, closely held family business liquidity planning, concentrated stock strategies, life insurance analysis, and legacy planning. Away from the office, I have served on the Alumni Board of the University of Tennessee at Martin from 2016-2019, am currently a Deacon at Woodmont Christian Church, serve on the Woodmont Christian Church Finance Committee, and volunteer for the Legacy Council at the University of Tennessee at Martin. I live in Belle Meade, Tennessee with my wife, Patti, and our two sons, Ashe and Stratton. This information is intended for use by residents of AL, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, NV, NH, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN, TX, UT, VI, VA, WA, WV, WI, and WY only. Please contact me by willdavid.coleman@wfa.com or by phone 615-744-2757. I cannot respond to messages through LinkedIn. /*********/ 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 Invested Wells 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 