Director of Client Services
Kathy Coules joined Capital Financial Advisors in 2005 and quickly became an essential part of the practice, assisting John Prather’s clients with all of their service needs. Clients are encouraged to contact Kathy directly for her knowledge of the service side of the financial planning and insurance sector, as she is a registered representative of MML Investors Services and holds Series 6 and 63 licenses in addition to a Tennessee insurance license.
Part of what makes Kathy so successful is her personal connection to her clients. “We have wonderful clients and I want to serve them the best that I possibly can.” She particularly enjoys working with the many physicians and their families who constitute a large portion of the firm’s clients. “I have had the opportunity to get to know so many physicians through my work at Capital Financial Advisors and have found them to have a truly generous spirit,” she says. “It’s gratifying to work with people who have committed their lives to helping others,” Kathy adds.
Originally from Chicago, Kathy lives in Collierville with her husband, George. They have three sons.
Kathy Coules is a registered representative of MML Investors Services, LLC. Member SIPC. 12 Cadillac Drive, Suite 440, Brentwood, TN, 37027, (615) 309-6300. CRN201310-153510