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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Breanne? Claim Your ProfileBreanne Marie Coffey is an Investment Advisor Representative at Abound Wealth Management, LLC. Breanne has been with the firm since June 2019 and has been in the industry since August 2013. Breanne earned her Series 65 license in August 2016. Breanne is a Certified Financial Planner and specializes in providing financial planning, portfolio management for individuals, and pension consulting. Breanne works with clients of all types, including individuals, high-net-worth individuals, pension and profit sharing plans, and corporations or other businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Financial consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees for speaking engagements
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TN
12/22/2021 - Present
Abound Wealth Management, LLC (FRANKLIN TN)
IA
Issued 08/19/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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