Katie M. Coleman

Wealth Associate

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Katie M. Coleman

Katie Coleman recently joined SkyPath Private Wealth in May of 2023 as a dedicated Wealth Associate. She brings valuable experience from her previous role at Merrill Lynch where she excelled as a Wealth Management Client Associate for almost seven years. Katie demonstrates a strong commitment to clients and their financial goals. She intends on pursuing a financial advisory role with SkyPath in the years to come. 

Driven by a deep-rooted passion for both finance and helping others, Katie consistently delivers exceptional client service, marked by timely communication and a personalized approach. Her primary aim is to elevate the client experience, utilizing digital engagement to connect with clients online and offering support throughout every stage of the relationship. She is dedicated to ensuring that each client feels like a valued member of the SkyPath family, understanding their needs and goals as she works with the advisory team to assist in developing and delivering the most optimal financial plans and services.

Katie received her degree from Montclair State University and holds the FINRA Series 7 registration. Residing in Chatham, New Jersey, Katie most values quality time spent with her family and friends.

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