Katie Coleman

I have been part of the financial services industry since 2015. Prior to my current role as a Financial Advisor, I served as a Client Associate at Merrill in Short Hills, New Jersey on the team of the late Patricia Bell. Working under the mentorship of the distinguished advisor, I developed a strong foundation in client service and discovered a passion for building and maintaining long-term client relationships. My commitment to helping individuals and families achieve their life goals through thoughtful wealth management led to my transition into this current advisory role.

With a background in education, including several years at The Pingry School, I have a longstanding interest in working with children and try to give back to the community as a youth mentor with Big Brothers Big Sisters of America.

I am also passionate about endeavors committed to making women's health and wellness a priority. As such, I am actively involved with Let's Talk, a 501(c)3 established in 2025 that is committed to driving transformative education and advocacy through community-based organizations, turning women's health and wellness into a national priority with lasting, widespread impact.

I reside in Chatham, New Jersey with my Miniature Pinscher, Charlie, and believe in enjoying the simple pleasures of life. In my free time, I particularly love being active and outdoors, spending time with friends and family, and taking brief excursions to Florida or Spring Lake.