Kwési (KT) Coleman
KT Coleman has been a financial professional since 1999. His education includes a Bachelor of Science degree in Mathematics with an emphasis in Statistics and a Master of Business Administration with a dual specialty in Finance and Accounting.
KT is a *Certified Financial Planner™ and personal financial planning is the cornerstone of his wealth management practice. He believes that a successful wealth management strategy must be prepared through a disciplined holistic process that looks at all aspects of your financial life. He has extensive knowledge and experience assisting high-income and high-net-worth clients with financial and investment strategies, wealth preservation and transfer, retirement strategies and solutions, risk management, estate planning strategies, philanthropic strategies, banking & lending - private, retail, corporate, and investment, Section 16 and Rule 144 strategies, concentrated stock strategies and business qualified and non-qualified retirement benefit services.
KT’s wealth management team is composed of highly trained, experienced Morgan Stanley Wealth Management specialist across the complete spectrum of wealth management disciplines.These resources are brought to the table, whenever needed, to help our clients achieve their financial goals and aspirations.The clients we serve comprise professional athletes, artists and entertainers, affluent families and individuals, business executives and owners, non-profit organizations, endowments, foundations, professional organizations, and red zone retirees who value the discipline approach, resources, and intellectual capital we bring to the relationship.
KT is originally from Detroit, MI but currently lives in Denver, CO. He played four years of Division 1 basketball and for four years after his collegiate career ended, both domestically and abroad. He believes in being active in the community and has previously volunteered for organizations such as Big Brother Big Sister, Special Olympics, Max Fund, and Junior Achievement. He currently serves on the Board of Directors for Rocky Mountain PBS and on the Executive Committee for the Minority Enterprise and Education Development non-profit. In addition to these activities, he values spending quality time with family and friends.